+72.2%
BTI vs CASY
+468.0%
-395.8%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -14.2% | +12.8% | +1.8% |
| 7D | -2.4% | -16.5% | +14.1% | +1.4% |
| 30D | -4.8% | -26.4% | +21.6% | +1.8% |
| 3M | -8.1% | -17.3% | +9.2% | -5.2% |
| 6M | -4.2% | -5.2% | +1.0% | -4.6% |
| YTD | -1.3% | +14.1% | -15.4% | -6.1% |
| 1Y | +2.1% | +16.6% | -14.5% | -3.6% |
| 3Y | +108.9% | +163.7% | -54.8% | +56.8% |
| 5Y | +114.5% | +231.3% | -116.8% | +48.9% |
| 10Y | +72.2% | +462.9% | -390.6% | +4.3% |
| All | +72.2% | +468.0% | -395.8% | +4.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling