+196.2%
PAAS vs CASY
+555.0%
-358.8%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -0.7% |
| 7D | -8.9% | +3.6% | -12.5% | -9.3% |
| 30D | -11.4% | +9.1% | -20.5% | -12.5% |
| 3M | -20.4% | -16.5% | -3.9% | -18.7% |
| 6M | -40.7% | -19.7% | -21.0% | -39.3% |
| YTD | -26.9% | +29.3% | -56.2% | -31.2% |
| 1Y | -3.1% | +33.1% | -36.2% | -9.2% |
| 3Y | +199.3% | +158.5% | +40.7% | +154.3% |
| 5Y | +48.3% | +266.7% | -218.4% | +21.5% |
| All | +196.2% | +555.0% | -358.8% | +140.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling