+15,843.1%
PSA vs CASY
+33,031.0%
-17,187.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.8% |
| 7D | +3.9% | +1.1% | +2.8% | +3.7% |
| 30D | +19.7% | +8.7% | +11.0% | +17.7% |
| 3M | +4.3% | -17.3% | +21.6% | +7.8% |
| 6M | +11.4% | -19.7% | +31.1% | +15.1% |
| YTD | +33.9% | +24.8% | +9.1% | +26.5% |
| 1Y | +28.3% | +31.9% | -3.6% | +19.7% |
| 3Y | +53.5% | +155.4% | -101.9% | +23.5% |
| 5Y | +30.6% | +250.6% | -219.9% | -2.2% |
| 10Y | +145.8% | +556.8% | -411.1% | +58.1% |
| All | +15,843.1% | +33,031.0% | -17,187.9% | +6,522.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling