+4.3%
NEE vs CASY
+32.9%
-28.6%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.2% |
| 7D | -2.1% | +3.6% | -5.7% | -2.3% |
| 30D | +8.6% | +9.1% | -0.4% | +8.1% |
| 3M | -0.3% | -16.5% | +16.2% | +0.2% |
| 6M | -8.9% | -19.7% | +10.8% | -8.3% |
| YTD | +8.3% | +29.3% | -20.9% | +12.5% |
| 1Y | +4.3% | +33.1% | -28.9% | +9.2% |
| All | +4.3% | +32.9% | -28.6% | +9.2% |
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