+204.2%
EQT vs CASY
+230.5%
-26.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.6% |
| 7D | -1.2% | -17.2% | +16.1% | +2.0% |
| 30D | +1.1% | -24.4% | +25.5% | +5.9% |
| 3M | +4.8% | -31.4% | +36.2% | +11.7% |
| 6M | -10.6% | -8.9% | -1.7% | -10.6% |
| YTD | +3.4% | +13.8% | -10.4% | -2.0% |
| 1Y | +8.7% | +17.0% | -8.3% | +2.0% |
| 3Y | +35.0% | +163.1% | -128.2% | -2.3% |
| 5Y | +204.2% | +239.0% | -34.7% | +95.2% |
| All | +204.2% | +230.5% | -26.3% | +95.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling