+63.2%
PAAS vs CASY
+254.7%
-191.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.9% | -6.7% | -6.0% |
| 7D | +4.2% | +5.0% | -0.8% | +3.3% |
| 30D | -13.8% | +8.2% | -22.0% | -15.1% |
| 3M | -22.7% | -18.2% | -4.5% | -20.0% |
| 6M | -32.1% | -18.6% | -13.5% | -30.0% |
| YTD | -22.3% | +26.8% | -49.1% | -29.7% |
| 1Y | +7.7% | +31.6% | -23.9% | -3.7% |
| 3Y | +214.0% | +156.5% | +57.5% | +136.5% |
| 5Y | +63.2% | +258.6% | -195.4% | +18.3% |
| All | +63.2% | +254.7% | -191.5% | +18.3% |
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