+452.0%
TEAM vs CASY
+550.0%
-98.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | +0.1% |
| 7D | -16.9% | +2.5% | -19.4% | -17.3% |
| 30D | -26.8% | +10.2% | -37.0% | -28.3% |
| 3M | -1.9% | -15.7% | +13.8% | +1.0% |
| 6M | +79.2% | -18.4% | +97.5% | +84.2% |
| YTD | -6.1% | +28.3% | -34.4% | -15.2% |
| 1Y | -2.1% | +32.6% | -34.6% | -12.6% |
| 3Y | -13.6% | +159.5% | -173.1% | -37.4% |
| 5Y | -65.8% | +263.9% | -329.7% | -77.6% |
| All | +452.0% | +550.0% | -98.0% | +196.1% |
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