+98.3%
TRMB vs CASY
+556.9%
-458.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.2% | +0.9% | +2.5% |
| 7D | +4.1% | +5.8% | -1.7% | +2.5% |
| 30D | -5.1% | +10.7% | -15.8% | -7.9% |
| 3M | -2.6% | -13.9% | +11.3% | +0.9% |
| 6M | -2.7% | -18.4% | +15.8% | +1.2% |
| YTD | -27.9% | +29.6% | -57.5% | -36.5% |
| 1Y | -29.0% | +32.8% | -61.8% | -38.1% |
| 3Y | +35.0% | +162.3% | -127.3% | -10.3% |
| 5Y | -33.9% | +265.0% | -298.9% | -61.8% |
| All | +98.3% | +556.9% | -458.6% | -6.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling