-7.9%
TEAM vs CASY
+215.7%
-223.6%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.3% | -2.6% |
| 7D | -0.4% | +0.1% | -0.5% | -0.4% |
| 30D | +67.3% | -11.3% | +78.6% | +68.0% |
| 3M | +86.8% | -0.6% | +87.4% | +85.8% |
| 6M | +146.8% | +10.7% | +136.1% | +140.0% |
| YTD | +16.9% | +37.1% | -20.2% | +8.0% |
| 1Y | +12.8% | +52.3% | -39.5% | +0.9% |
| All | -7.9% | +215.7% | -223.6% | -23.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling