-25.1%
NOW vs CASY
+266.7%
-291.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.4% |
| 7D | +0.3% | +3.6% | -3.3% | -0.5% |
| 30D | -27.0% | +9.1% | -36.0% | -28.4% |
| 3M | -19.6% | -16.5% | -3.1% | -16.9% |
| 6M | +17.5% | -19.7% | +37.2% | +22.4% |
| YTD | -33.3% | +29.3% | -62.5% | -41.6% |
| 1Y | -39.8% | +33.1% | -73.0% | -48.1% |
| 3Y | -19.9% | +158.5% | -178.4% | -50.1% |
| All | -25.1% | +266.7% | -291.8% | -64.9% |
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 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