-64.3%
FISV vs CASY
+22.7%
-87.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -14.2% | +9.9% | -4.2% |
| 7D | -6.4% | -16.5% | +10.1% | -6.4% |
| 30D | -6.8% | -26.4% | +19.5% | -7.3% |
| 3M | -10.0% | -17.3% | +7.3% | -9.7% |
| 6M | -20.6% | -5.2% | -15.4% | -22.2% |
| YTD | -27.6% | +14.1% | -41.7% | -32.9% |
| 1Y | -64.3% | +16.6% | -80.9% | -68.6% |
| All | -64.3% | +22.7% | -87.1% | -68.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling