+268.2%
RMD vs CASY
+549.1%
-280.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.0% | -0.2% | -2.4% |
| 7D | -4.5% | -4.4% | -0.1% | -3.3% |
| 30D | +4.6% | -12.0% | +16.6% | +7.9% |
| 3M | +14.8% | -2.3% | +17.1% | +13.5% |
| 6M | -12.1% | +10.5% | -22.6% | -16.6% |
| YTD | -7.5% | +33.0% | -40.5% | -17.2% |
| 1Y | -20.1% | +41.1% | -61.2% | -30.0% |
| 3Y | +53.9% | +207.5% | -153.6% | +0.6% |
| 5Y | -22.2% | +290.7% | -312.9% | -53.9% |
| 10Y | +268.2% | +556.5% | -288.2% | +79.3% |
| All | +268.2% | +549.1% | -280.8% | +79.3% |
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