+15,875.8%
PSA vs CASY
+33,247.3%
-17,371.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.4% | +0.1% |
| 7D | +1.5% | +3.6% | -2.1% | +0.8% |
| 30D | +16.7% | +7.2% | +9.5% | +15.0% |
| 3M | +4.0% | -16.9% | +21.0% | +7.5% |
| 6M | +10.9% | -19.3% | +30.2% | +14.4% |
| YTD | +34.2% | +25.6% | +8.6% | +26.6% |
| 1Y | +26.6% | +30.2% | -3.5% | +18.5% |
| 3Y | +54.7% | +154.9% | -100.1% | +24.6% |
| 5Y | +30.0% | +252.1% | -222.1% | -2.7% |
| 10Y | +132.7% | +535.8% | -403.2% | +50.6% |
| All | +15,875.8% | +33,247.3% | -17,371.6% | +6,527.2% |
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 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