+74.8%
ENTG vs CASY
+51.2%
+23.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.3% | +6.5% | +6.1% |
| 7D | +2.8% | +0.1% | +2.7% | +2.8% |
| 30D | -4.7% | -11.3% | +6.7% | -4.8% |
| 3M | -0.7% | -0.6% | -0.1% | -2.5% |
| 6M | +7.7% | +10.7% | -3.0% | +1.7% |
| YTD | +65.1% | +37.1% | +27.9% | +51.1% |
| 1Y | +74.8% | +52.3% | +22.5% | +60.1% |
| All | +74.8% | +51.2% | +23.6% | +60.1% |
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