-40.3%
NOW vs CASY
+34.1%
-74.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.2% | +0.9% | +3.5% |
| 7D | -5.6% | +5.8% | -11.4% | -4.7% |
| 30D | -26.8% | +10.7% | -37.5% | -25.6% |
| 3M | -19.4% | -13.9% | -5.6% | -22.0% |
| 6M | +12.3% | -18.4% | +30.8% | +8.9% |
| YTD | -32.9% | +29.6% | -62.6% | -31.1% |
| 1Y | -40.3% | +32.8% | -73.1% | -38.5% |
| All | -40.3% | +34.1% | -74.4% | -38.5% |
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 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