+697.3%
DELL vs CASY
+220.7%
+476.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.5% |
| 7D | +14.9% | +0.1% | +14.8% | +14.8% |
| 30D | +13.3% | -11.3% | +24.6% | +14.2% |
| 3M | +24.4% | -0.6% | +25.0% | +23.9% |
| 6M | +258.0% | +10.7% | +247.3% | +249.3% |
| YTD | +320.2% | +37.1% | +283.1% | +295.8% |
| 1Y | +319.1% | +52.3% | +266.8% | +285.7% |
| All | +697.3% | +220.7% | +476.6% | +587.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling