+7,930.8%
TD vs CASY
+9,727.9%
-1,797.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.3% |
| 7D | +0.3% | +0.1% | +0.2% | +0.3% |
| 30D | +0.4% | -11.3% | +11.7% | +2.9% |
| 3M | +7.6% | -0.6% | +8.3% | +6.7% |
| 6M | +25.0% | +10.7% | +14.3% | +20.8% |
| YTD | +31.0% | +37.1% | -6.1% | +20.7% |
| 1Y | +65.2% | +52.3% | +12.9% | +48.3% |
| 3Y | +122.5% | +215.2% | -92.7% | +67.0% |
| 5Y | +124.8% | +276.5% | -151.7% | +60.6% |
| 10Y | +298.2% | +508.4% | -210.1% | +151.6% |
| All | +7,930.8% | +9,727.9% | -1,797.1% | +2,662.8% |
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 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