+70.8%
PAAS vs CASY
+250.1%
-179.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.7% | +1.5% |
| 7D | +8.4% | +1.1% | +7.3% | +8.2% |
| 30D | -7.2% | +8.7% | -15.9% | -8.6% |
| 3M | -14.0% | -17.3% | +3.3% | -11.3% |
| 6M | -26.8% | -19.7% | -7.0% | -24.3% |
| YTD | -19.8% | +24.8% | -44.6% | -27.2% |
| 1Y | +22.8% | +31.9% | -9.1% | +9.6% |
| 3Y | +183.6% | +155.4% | +28.3% | +113.8% |
| All | +70.8% | +250.1% | -179.3% | +23.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling