+22.8%
PAAS vs CASY
+32.0%
-9.2%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.7% | +1.4% |
| 7D | +8.4% | +1.1% | +7.3% | +8.4% |
| 30D | -7.2% | +8.7% | -15.9% | -6.9% |
| 3M | -14.0% | -17.3% | +3.3% | -14.0% |
| 6M | -26.8% | -19.7% | -7.0% | -23.2% |
| YTD | -19.8% | +24.8% | -44.6% | -28.1% |
| 1Y | +22.8% | +31.9% | -9.1% | +10.0% |
| All | +22.8% | +32.0% | -9.2% | +10.0% |
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