-50.3%
TEAM vs CASY
+276.6%
-327.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.3% | -2.5% |
| 7D | -0.4% | +0.1% | -0.5% | -0.5% |
| 30D | +67.3% | -11.3% | +78.6% | +71.7% |
| 3M | +86.8% | -0.6% | +87.4% | +83.9% |
| 6M | +146.8% | +10.7% | +136.1% | +131.1% |
| YTD | +16.9% | +37.1% | -20.2% | -0.3% |
| 1Y | +12.8% | +52.3% | -39.5% | -8.7% |
| 3Y | -7.3% | +215.2% | -222.5% | -49.9% |
| All | -50.3% | +276.6% | -327.0% | -78.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling