+28.1%
BTDR vs CASY
+274.3%
-246.2%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.0% | +5.3% | +2.9% |
| 7D | +22.4% | -4.4% | +26.8% | +23.4% |
| 30D | +16.5% | -12.0% | +28.5% | +18.8% |
| 3M | -31.5% | -2.3% | -29.1% | -33.2% |
| 6M | +74.0% | +10.5% | +63.5% | +62.3% |
| YTD | +13.0% | +33.0% | -20.0% | -0.5% |
| 1Y | -0.2% | +41.1% | -41.4% | -13.8% |
| 3Y | +9.9% | +207.5% | -197.6% | -10.0% |
| 5Y | +28.1% | +290.7% | -262.6% | +6.2% |
| All | +28.1% | +274.3% | -246.2% | +6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded CASY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling