+101,542.6%
TECH vs CASY
+33,031.0%
+68,511.6%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.4% | +0.2% |
| 7D | +0.2% | +1.1% | -0.9% | -0.1% |
| 30D | +0.3% | +8.7% | -8.3% | -1.4% |
| 3M | +1.3% | -17.3% | +18.6% | +4.8% |
| 6M | +54.0% | -19.7% | +73.7% | +58.5% |
| YTD | +24.3% | +24.8% | -0.5% | +16.4% |
| 1Y | +25.8% | +31.9% | -6.1% | +16.3% |
| 3Y | +26.0% | +155.4% | -129.4% | +0.4% |
| 5Y | -40.1% | +250.6% | -290.7% | -55.5% |
| 10Y | +210.6% | +556.8% | -346.3% | +98.8% |
| All | +101,542.6% | +33,031.0% | +68,511.6% | +29,001.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling