+7,529.4%
TDY vs CASY
+6,854.5%
+674.9%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -0.9% |
| 7D | +4.1% | +3.6% | +0.5% | +2.8% |
| 30D | +5.7% | +9.1% | -3.3% | +2.2% |
| 3M | -4.4% | -16.5% | +12.1% | +0.9% |
| 6M | +1.2% | -19.7% | +20.9% | +6.7% |
| YTD | +26.0% | +29.3% | -3.2% | +10.9% |
| 1Y | +27.4% | +33.1% | -5.8% | +10.6% |
| 3Y | +67.5% | +158.5% | -91.0% | +10.1% |
| 5Y | +44.9% | +266.7% | -221.8% | -18.0% |
| 10Y | +440.9% | +553.5% | -112.5% | +132.6% |
| All | +7,529.4% | +6,854.5% | +674.9% | +959.6% |
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