+28.4%
NVS vs CASY
+51.2%
-22.8%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.9% |
| 7D | +4.0% | +0.1% | +3.9% | +4.0% |
| 30D | +3.6% | -11.3% | +14.9% | +4.4% |
| 3M | +7.8% | -0.6% | +8.5% | +7.6% |
| 6M | -0.2% | +10.7% | -10.9% | -2.5% |
| YTD | +19.6% | +37.1% | -17.5% | +14.6% |
| 1Y | +28.4% | +52.3% | -23.9% | +22.5% |
| All | +28.4% | +51.2% | -22.8% | +22.5% |
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