+348.7%
RMD vs CASY
+551.3%
-202.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | 0.0% |
| 7D | +1.2% | +3.6% | -2.4% | +0.3% |
| 30D | +2.5% | +7.2% | -4.7% | +0.6% |
| 3M | +11.5% | -16.9% | +28.5% | +16.2% |
| 6M | +14.7% | -19.3% | +34.0% | +19.1% |
| YTD | -1.3% | +25.6% | -27.0% | -10.8% |
| 1Y | -5.3% | +30.2% | -35.4% | -15.5% |
| 3Y | +68.8% | +154.9% | -86.1% | +17.4% |
| 5Y | -5.9% | +252.1% | -258.0% | -42.5% |
| 10Y | +348.7% | +535.8% | -187.2% | +124.3% |
| All | +348.7% | +551.3% | -202.6% | +124.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling