+25.0%
BTG vs CASY
+15.3%
+9.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.2% | -2.7% | -2.9% |
| 7D | -5.5% | -17.2% | +11.8% | -5.0% |
| 30D | +6.1% | -24.4% | +30.5% | +7.0% |
| 3M | +38.6% | -31.4% | +70.0% | +41.3% |
| 6M | +0.7% | -8.9% | +9.6% | -5.3% |
| YTD | +20.3% | +13.8% | +6.5% | +8.4% |
| 1Y | +25.0% | +17.0% | +8.1% | +13.7% |
| All | +25.0% | +15.3% | +9.8% | +13.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling