+568.1%
TRI vs CASY
+8,026.9%
-7,458.9%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.3% | -5.1% | -5.4% |
| 7D | -0.5% | +0.1% | -0.6% | -0.5% |
| 30D | +7.9% | -11.3% | +19.2% | +10.3% |
| 3M | +24.1% | -0.6% | +24.7% | +23.1% |
| 6M | +3.8% | +10.7% | -6.9% | +0.2% |
| YTD | -16.9% | +37.1% | -54.0% | -23.5% |
| 1Y | -38.4% | +52.3% | -90.7% | -44.7% |
| 3Y | -12.2% | +215.2% | -227.4% | -33.6% |
| 5Y | -1.8% | +276.5% | -278.3% | -29.2% |
| 10Y | +207.6% | +508.4% | -300.7% | +94.4% |
| All | +568.1% | +8,026.9% | -7,458.9% | +129.1% |
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 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