+808.8%
NOW vs CASY
+505.6%
+303.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.7% | -2.9% |
| 7D | -2.4% | +0.1% | -2.5% | -2.4% |
| 30D | +20.5% | -11.3% | +31.9% | +23.8% |
| 3M | +18.3% | -0.6% | +19.0% | +16.8% |
| 6M | +24.1% | +10.7% | +13.3% | +17.5% |
| YTD | -7.8% | +37.1% | -44.9% | -18.7% |
| 1Y | -21.4% | +52.3% | -73.7% | -33.3% |
| 3Y | +19.5% | +215.2% | -195.7% | -22.5% |
| 5Y | +4.1% | +276.5% | -272.4% | -37.0% |
| All | +808.8% | +505.6% | +303.2% | +360.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling