+152.1%
BTSG vs CASY
+51.2%
+100.9%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -1.1% |
| 7D | +2.7% | +0.1% | +2.6% | +2.7% |
| 30D | -3.6% | -11.3% | +7.7% | -2.3% |
| 3M | +5.8% | -0.6% | +6.4% | +5.1% |
| 6M | +44.7% | +10.7% | +34.0% | +39.2% |
| YTD | +62.2% | +37.1% | +25.0% | +49.3% |
| 1Y | +152.1% | +52.3% | +99.8% | +115.8% |
| All | +152.1% | +51.2% | +100.9% | +115.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling