-11.4%
TEAM vs CASY
+154.1%
-165.5%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -0.3% | -15.9% | -16.1% |
| 7D | -19.8% | +1.1% | -20.9% | -19.9% |
| 30D | -21.5% | +8.7% | -30.2% | -21.8% |
| 3M | +39.5% | -17.3% | +56.8% | +40.1% |
| 6M | +73.1% | -19.7% | +92.8% | +75.2% |
| YTD | -5.2% | +24.8% | -30.0% | -12.9% |
| 1Y | -1.6% | +31.9% | -33.5% | -11.2% |
| 3Y | -11.4% | +155.4% | -166.8% | -28.7% |
| All | -11.4% | +154.1% | -165.5% | -28.7% |
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