+1,762.6%
DAR vs CASY
+17,610.1%
-15,847.5%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.5% | -0.8% |
| 7D | +1.4% | +0.1% | +1.3% | +1.3% |
| 30D | +12.8% | -11.3% | +24.1% | +16.6% |
| 3M | +7.4% | -0.6% | +8.0% | +6.6% |
| 6M | +22.3% | +10.7% | +11.5% | +17.2% |
| YTD | +81.1% | +37.1% | +44.0% | +62.9% |
| 1Y | +106.5% | +52.3% | +54.2% | +79.8% |
| 3Y | +5.3% | +215.2% | -209.9% | -28.0% |
| 5Y | -11.5% | +276.5% | -288.0% | -43.1% |
| 10Y | +353.3% | +508.4% | -155.0% | +147.8% |
| All | +1,762.6% | +17,610.1% | -15,847.5% | +477.7% |
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