+475.2%
TEAM vs CASY
+549.1%
-73.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -3.0% | -4.0% | -6.3% |
| 7D | -5.7% | -4.4% | -1.3% | -4.8% |
| 30D | +18.3% | -12.0% | +30.4% | +21.3% |
| 3M | +80.2% | -2.3% | +82.6% | +78.7% |
| 6M | +111.0% | +10.5% | +100.5% | +101.1% |
| YTD | +8.8% | +33.0% | -24.2% | -2.1% |
| 1Y | +2.2% | +41.1% | -39.0% | -9.9% |
| 3Y | -14.6% | +207.5% | -222.1% | -40.8% |
| 5Y | -53.8% | +290.7% | -344.5% | -70.0% |
| 10Y | +475.2% | +556.5% | -81.3% | +208.1% |
| All | +475.2% | +549.1% | -73.8% | +208.1% |
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