+186.4%
PAAS vs CASY
+551.3%
-365.0%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.7% | +2.2% | +2.8% |
| 7D | +8.8% | +3.6% | +5.3% | +8.3% |
| 30D | -8.5% | +7.2% | -15.6% | -9.4% |
| 3M | -17.0% | -16.9% | -0.1% | -15.2% |
| 6M | -27.9% | -19.3% | -8.6% | -26.4% |
| YTD | -17.5% | +25.6% | -43.1% | -22.0% |
| 1Y | +22.8% | +30.2% | -7.3% | +15.4% |
| 3Y | +224.2% | +154.9% | +69.3% | +176.4% |
| 5Y | +73.6% | +252.1% | -178.5% | +43.1% |
| 10Y | +186.4% | +535.8% | -349.5% | +133.1% |
| All | +186.4% | +551.3% | -365.0% | +133.1% |
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