-40.6%
NOW vs CASY
+32.0%
-72.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.4% |
| 7D | -3.0% | +1.1% | -4.1% | -2.8% |
| 30D | -26.0% | +8.7% | -34.7% | -25.1% |
| 3M | -13.1% | -17.3% | +4.2% | -16.4% |
| 6M | +14.5% | -19.7% | +34.2% | +10.8% |
| YTD | -33.4% | +24.8% | -58.3% | -32.2% |
| 1Y | -40.6% | +31.9% | -72.5% | -39.4% |
| All | -40.6% | +32.0% | -72.6% | -39.4% |
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