+38.0%
BTG vs CASY
+265.4%
-227.4%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.2% | -4.7% | -2.7% |
| 7D | +1.4% | +5.8% | -4.4% | +0.6% |
| 30D | -1.1% | +10.7% | -11.8% | -2.5% |
| 3M | +2.5% | -13.9% | +16.4% | +4.4% |
| 6M | -3.1% | -18.4% | +15.4% | -0.5% |
| YTD | +16.3% | +29.6% | -13.3% | +8.3% |
| 1Y | +27.6% | +32.8% | -5.2% | +18.1% |
| 3Y | +89.5% | +162.3% | -72.7% | +55.2% |
| All | +38.0% | +265.4% | -227.4% | +7.8% |
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