+79.7%
BTG vs CASY
+234.8%
-155.1%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -14.2% | +15.9% | +3.7% |
| 7D | +2.4% | -16.5% | +18.9% | +4.9% |
| 30D | +9.5% | -26.4% | +35.9% | +14.2% |
| 3M | +38.5% | -17.3% | +55.8% | +40.3% |
| 6M | +5.6% | -5.2% | +10.9% | +3.9% |
| YTD | +23.9% | +14.1% | +9.8% | +17.5% |
| 1Y | +32.1% | +16.6% | +15.5% | +24.6% |
| 3Y | +103.2% | +163.7% | -60.5% | +64.8% |
| 5Y | +79.7% | +231.3% | -151.6% | +41.5% |
| All | +79.7% | +234.8% | -155.1% | +41.5% |
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