+32.6%
NET vs CASY
+246.6%
-214.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.4% | -4.0% | -2.9% |
| 7D | -16.4% | +0.8% | -17.2% | -16.5% |
| 30D | -25.8% | +9.4% | -35.3% | -27.5% |
| 3M | -11.5% | -20.6% | +9.1% | -6.9% |
| 6M | +18.9% | -20.7% | +39.6% | +24.1% |
| YTD | +35.2% | +22.5% | +12.7% | +16.9% |
| 1Y | +14.5% | +29.5% | -15.0% | -4.0% |
| 3Y | +313.8% | +150.0% | +163.8% | +129.4% |
| 5Y | +32.6% | +248.6% | -216.0% | -47.7% |
| All | +32.6% | +246.6% | -214.1% | -47.7% |
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