+39.2%
S vs CASY
+32.1%
+7.1%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.2% | +1.8% |
| 7D | -8.2% | +0.8% | -9.0% | -8.1% |
| 30D | -7.6% | +9.4% | -17.0% | -6.6% |
| 3M | +12.0% | -20.6% | +32.6% | +8.8% |
| 6M | +50.6% | -20.7% | +71.3% | +48.3% |
| YTD | +56.6% | +22.5% | +34.1% | +58.9% |
| 1Y | +39.2% | +29.5% | +9.8% | +36.8% |
| All | +39.2% | +32.1% | +7.1% | +36.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling