+180.0%
DELL vs CASY
+31.8%
+148.2%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.4% | -0.8% |
| 7D | +17.1% | +2.5% | +14.6% | +17.6% |
| 30D | -35.1% | +10.2% | -45.3% | -34.0% |
| 3M | -23.3% | -15.7% | -7.6% | -23.9% |
| 6M | +55.8% | -18.4% | +74.2% | +60.9% |
| YTD | +198.0% | +28.3% | +169.7% | +192.4% |
| All | +180.0% | +31.8% | +148.2% | +175.0% |
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