-27.9%
DAR vs CASY
+266.7%
-294.6%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.4% | +1.0% |
| 7D | +11.6% | +3.6% | +8.0% | +10.7% |
| 30D | -10.2% | +9.1% | -19.3% | -12.1% |
| 3M | -14.8% | -16.5% | +1.7% | -11.5% |
| 6M | -10.1% | -19.7% | +9.6% | -6.0% |
| YTD | +55.5% | +29.3% | +26.3% | +42.3% |
| 1Y | +61.7% | +33.1% | +28.5% | +46.7% |
| 3Y | +37.2% | +158.5% | -121.4% | -1.5% |
| All | -27.9% | +266.7% | -294.6% | -56.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling