+49.8%
NTR vs CASY
+234.8%
-185.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -14.2% | +14.3% | +2.0% |
| 7D | +0.5% | -16.5% | +17.1% | +2.9% |
| 30D | +21.7% | -26.4% | +48.1% | +26.8% |
| 3M | +22.8% | -17.3% | +40.1% | +25.2% |
| 6M | +8.2% | -5.2% | +13.4% | +7.6% |
| YTD | +32.9% | +14.1% | +18.8% | +27.6% |
| 1Y | +45.3% | +16.6% | +28.7% | +38.8% |
| 3Y | +41.7% | +163.7% | -122.0% | +12.1% |
| 5Y | +49.8% | +231.3% | -181.5% | +14.9% |
| All | +49.8% | +234.8% | -185.0% | +14.9% |
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