+35.8%
EQT vs CASY
+163.1%
-127.3%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.6% |
| 7D | -1.2% | -17.2% | +16.1% | +0.6% |
| 30D | +1.1% | -24.4% | +25.5% | +3.8% |
| 3M | +4.8% | -31.4% | +36.2% | +8.7% |
| 6M | -10.6% | -8.9% | -1.7% | -10.6% |
| YTD | +3.4% | +13.8% | -10.4% | 0.0% |
| 1Y | +8.7% | +17.0% | -8.3% | +4.4% |
| All | +35.8% | +163.1% | -127.3% | +11.8% |
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