+356.5%
DAR vs CASY
+549.1%
-192.5%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -3.0% | +5.9% | +3.9% |
| 7D | -0.9% | -4.4% | +3.5% | +0.6% |
| 30D | +13.0% | -12.0% | +25.0% | +17.7% |
| 3M | +15.0% | -2.3% | +17.3% | +14.5% |
| 6M | +26.8% | +10.5% | +16.3% | +20.4% |
| YTD | +86.4% | +33.0% | +53.4% | +65.5% |
| 1Y | +115.1% | +41.1% | +74.0% | +86.5% |
| 3Y | +14.6% | +207.5% | -192.9% | -29.2% |
| 5Y | -8.8% | +290.7% | -299.5% | -49.6% |
| 10Y | +356.5% | +556.5% | -199.9% | +103.4% |
| All | +356.5% | +549.1% | -192.5% | +103.4% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling