+863.5%
DE vs CASY
+468.0%
+395.5%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -14.2% | +13.7% | +3.6% |
| 7D | -3.0% | -16.5% | +13.5% | +1.7% |
| 30D | +11.1% | -26.4% | +37.5% | +20.8% |
| 3M | +17.6% | -17.3% | +34.9% | +21.7% |
| 6M | +13.6% | -5.2% | +18.8% | +12.2% |
| YTD | +46.3% | +14.1% | +32.2% | +35.9% |
| 1Y | +44.2% | +16.6% | +27.6% | +32.5% |
| 3Y | +76.6% | +163.7% | -87.1% | +17.5% |
| 5Y | +98.2% | +231.3% | -133.1% | +19.0% |
| 10Y | +863.5% | +462.9% | +400.6% | +381.5% |
| All | +863.5% | +468.0% | +395.5% | +381.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling