+65.7%
ENTG vs CASY
+32.1%
+33.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +1.4% | -7.9% | -6.3% |
| 7D | -10.3% | +0.8% | -11.1% | -10.2% |
| 30D | -14.4% | +9.4% | -23.8% | -13.7% |
| 3M | -1.1% | -20.6% | +19.5% | -2.0% |
| 6M | +3.0% | -20.7% | +23.7% | +5.2% |
| YTD | +70.1% | +22.5% | +47.6% | +59.7% |
| 1Y | +65.7% | +29.5% | +36.3% | +56.3% |
| All | +65.7% | +32.1% | +33.6% | +56.3% |
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