+101,375.0%
TECH vs CASY
+33,122.1%
+68,252.9%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.2% | -2.3% | -0.5% |
| 7D | -0.1% | +1.8% | -1.9% | -0.4% |
| 30D | +0.3% | +11.2% | -10.9% | -1.9% |
| 3M | +1.0% | -19.1% | +20.1% | +4.9% |
| 6M | +28.6% | -19.9% | +48.5% | +32.4% |
| YTD | +24.1% | +25.2% | -1.1% | +16.2% |
| 1Y | +21.9% | +31.6% | -9.7% | +12.8% |
| 3Y | +25.7% | +155.4% | -129.7% | +0.1% |
| 5Y | -40.2% | +251.5% | -291.7% | -55.6% |
| 10Y | +210.1% | +558.6% | -348.6% | +98.3% |
| All | +101,375.0% | +33,122.1% | +68,252.9% | +28,937.8% |
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