-65.3%
TEAM vs CASY
+250.1%
-315.4%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -0.3% | -15.9% | -16.1% |
| 7D | -19.8% | +1.1% | -20.9% | -20.0% |
| 30D | -21.5% | +8.7% | -30.2% | -23.1% |
| 3M | +39.5% | -17.3% | +56.8% | +44.7% |
| 6M | +73.1% | -19.7% | +92.8% | +79.6% |
| YTD | -5.2% | +24.8% | -30.0% | -18.2% |
| 1Y | -1.6% | +31.9% | -33.5% | -17.4% |
| 3Y | -11.4% | +155.4% | -166.8% | -48.7% |
| All | -65.3% | +250.1% | -315.4% | -85.2% |
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