+74,726.4%
FAST vs CASY
+32,414.3%
+42,312.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.4% | +0.3% | +1.3% |
| 7D | +3.4% | +0.8% | +2.6% | +3.2% |
| 30D | +5.5% | +9.4% | -3.9% | +2.8% |
| 3M | +7.6% | -20.6% | +28.2% | +13.8% |
| 6M | +19.8% | -20.7% | +40.5% | +25.4% |
| YTD | +35.5% | +22.5% | +13.0% | +25.4% |
| 1Y | +31.6% | +29.5% | +2.1% | +19.7% |
| 3Y | +91.0% | +150.0% | -58.9% | +41.9% |
| 5Y | +105.1% | +248.6% | -143.5% | +37.2% |
| 10Y | +598.2% | +544.6% | +53.6% | +283.7% |
| All | +74,726.4% | +32,414.3% | +42,312.0% | +13,788.5% |
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