+504.6%
NOW vs CASY
+551.3%
-46.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.6% |
| 7D | -3.1% | +3.6% | -6.7% | -4.0% |
| 30D | -27.0% | +7.2% | -34.2% | -28.4% |
| 3M | -17.7% | -16.9% | -0.8% | -14.5% |
| 6M | +12.7% | -19.3% | +32.0% | +16.9% |
| YTD | -32.9% | +25.6% | -58.6% | -39.9% |
| 1Y | -40.4% | +30.2% | -70.5% | -47.3% |
| 3Y | -17.1% | +154.9% | -172.0% | -42.8% |
| 5Y | -25.7% | +252.1% | -277.8% | -54.7% |
| 10Y | +504.6% | +535.8% | -31.2% | +199.5% |
| All | +504.6% | +551.3% | -46.7% | +199.5% |
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