+768.2%
ENTG vs CASY
+549.1%
+219.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.0% | +4.7% | +2.8% |
| 7D | +8.9% | -4.4% | +13.3% | +10.7% |
| 30D | -7.2% | -12.0% | +4.8% | -3.0% |
| 3M | +6.4% | -2.3% | +8.7% | +4.2% |
| 6M | +25.7% | +10.5% | +15.1% | +16.3% |
| YTD | +67.9% | +33.0% | +34.8% | +43.4% |
| 1Y | +72.4% | +41.1% | +31.2% | +42.7% |
| 3Y | +48.4% | +207.5% | -159.1% | -14.5% |
| 5Y | +20.1% | +290.7% | -270.7% | -38.2% |
| 10Y | +768.2% | +556.5% | +211.7% | +259.3% |
| All | +768.2% | +549.1% | +219.1% | +259.3% |
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 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