-61.0%
FND vs CASY
+274.3%
-335.3%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -3.0% | -1.6% | -3.6% |
| 7D | +0.4% | -4.4% | +4.7% | +1.9% |
| 30D | -23.6% | -12.0% | -11.5% | -20.4% |
| 3M | +4.3% | -2.3% | +6.7% | +2.3% |
| 6M | -20.3% | +10.5% | -30.8% | -26.6% |
| YTD | -21.3% | +33.0% | -54.3% | -33.4% |
| 1Y | -45.4% | +41.1% | -86.5% | -55.1% |
| 3Y | -48.9% | +207.5% | -256.4% | -73.9% |
| 5Y | -61.0% | +290.7% | -351.8% | -83.8% |
| All | -61.0% | +274.3% | -335.3% | -83.8% |
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 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