+199.3%
PAAS vs CASY
+161.8%
+37.5%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -0.7% |
| 7D | -8.9% | +3.6% | -12.5% | -9.4% |
| 30D | -11.4% | +9.1% | -20.5% | -12.8% |
| 3M | -20.4% | -16.5% | -3.9% | -17.8% |
| 6M | -40.7% | -19.7% | -21.0% | -37.9% |
| YTD | -26.9% | +29.3% | -56.2% | -35.8% |
| 1Y | -3.1% | +33.1% | -36.2% | -15.9% |
| 3Y | +199.3% | +158.5% | +40.7% | +94.2% |
| All | +199.3% | +161.8% | +37.5% | +94.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling