+392.0%
BTG vs CASY
+3,469.3%
-3,077.3%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.4% |
| 7D | -0.9% | +0.1% | -1.0% | -0.9% |
| 30D | +36.8% | -11.3% | +48.2% | +37.9% |
| 3M | +23.1% | -0.6% | +23.7% | +22.7% |
| 6M | +3.5% | +10.7% | -7.2% | +2.3% |
| YTD | +25.5% | +37.1% | -11.6% | +22.2% |
| 1Y | +40.1% | +52.3% | -12.2% | +35.4% |
| 3Y | +101.1% | +215.2% | -114.1% | +86.1% |
| 5Y | +70.6% | +276.5% | -205.9% | +56.4% |
| 10Y | +152.1% | +508.4% | -356.2% | +128.2% |
| All | +392.0% | +3,469.3% | -3,077.3% | +280.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling