+467.0%
TEAM vs CASY
+551.3%
-84.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.7% |
| 7D | -17.2% | +3.6% | -20.8% | -17.8% |
| 30D | -25.1% | +7.2% | -32.3% | -26.2% |
| 3M | +3.9% | -16.9% | +20.8% | +7.3% |
| 6M | +69.1% | -19.3% | +88.4% | +74.1% |
| YTD | -4.5% | +25.6% | -30.1% | -13.4% |
| 1Y | -1.9% | +30.2% | -32.0% | -12.1% |
| 3Y | -9.3% | +154.9% | -164.2% | -34.0% |
| 5Y | -65.2% | +252.1% | -317.3% | -77.0% |
| 10Y | +467.0% | +535.8% | -68.9% | +204.1% |
| All | +467.0% | +551.3% | -84.3% | +204.1% |
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