+69,298.0%
FAST vs CASY
+36,294.0%
+33,004.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.8% |
| 7D | -0.4% | +0.1% | -0.4% | -0.4% |
| 30D | -0.8% | -11.3% | +10.6% | +2.4% |
| 3M | +5.8% | -0.6% | +6.4% | +4.7% |
| 6M | +8.0% | +10.7% | -2.7% | +3.5% |
| YTD | +25.6% | +37.1% | -11.5% | +13.4% |
| 1Y | +0.8% | +52.3% | -51.5% | -12.0% |
| 3Y | +86.1% | +215.2% | -129.1% | +29.9% |
| 5Y | +100.2% | +276.5% | -176.3% | +31.7% |
| 10Y | +494.2% | +508.4% | -14.2% | +232.7% |
| All | +69,298.0% | +36,294.0% | +33,004.0% | +12,459.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling