+3,099.6%
MMM vs CASY
+33,031.0%
-29,931.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.3% |
| 7D | +6.2% | +1.1% | +5.1% | +6.0% |
| 30D | +14.2% | +8.7% | +5.5% | +12.3% |
| 3M | +2.9% | -17.3% | +20.2% | +6.3% |
| 6M | +27.6% | -19.7% | +47.3% | +31.5% |
| YTD | +17.3% | +24.8% | -7.6% | +10.5% |
| 1Y | +15.1% | +31.9% | -16.8% | +7.1% |
| 3Y | +157.1% | +155.4% | +1.7% | +107.5% |
| 5Y | +45.1% | +250.6% | -205.5% | +9.0% |
| 10Y | +83.9% | +556.8% | -473.0% | +21.0% |
| All | +3,099.6% | +33,031.0% | -29,931.5% | +1,130.8% |
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 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