-14.5%
NVD vs CASY
+34.1%
-48.5%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +2.2% | -8.0% | -6.4% |
| 7D | +27.3% | +5.8% | +21.5% | +25.6% |
| 30D | +59.9% | +10.7% | +49.2% | +56.1% |
| 3M | +39.4% | -13.9% | +53.3% | +44.2% |
| 6M | +27.6% | -18.4% | +46.0% | +27.3% |
| YTD | -17.9% | +29.6% | -47.5% | -17.8% |
| 1Y | -14.5% | +32.8% | -47.3% | -14.7% |
| All | -14.5% | +34.1% | -48.5% | -14.7% |
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