+6,024.9%
BTI vs CASY
+36,294.0%
-30,269.2%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -1.1% |
| 7D | -1.4% | +0.1% | -1.5% | -1.4% |
| 30D | -6.6% | -11.3% | +4.7% | -5.1% |
| 3M | -3.0% | -0.6% | -2.3% | -3.3% |
| 6M | -6.7% | +10.7% | -17.4% | -8.5% |
| YTD | +0.6% | +37.1% | -36.6% | -4.3% |
| 1Y | +5.6% | +52.3% | -46.7% | -1.1% |
| 3Y | +110.3% | +215.2% | -104.9% | +76.8% |
| 5Y | +114.3% | +276.5% | -162.2% | +74.8% |
| 10Y | +67.7% | +508.4% | -440.7% | +26.9% |
| All | +6,024.9% | +36,294.0% | -30,269.2% | +2,806.3% |
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 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