+6,477.2%
TRV vs CASY
+36,294.1%
-29,816.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.3% |
| 7D | -0.1% | +0.1% | -0.2% | -0.2% |
| 30D | -3.4% | -11.3% | +7.9% | -1.1% |
| 3M | +26.4% | -0.6% | +27.0% | +25.7% |
| 6M | +19.3% | +10.7% | +8.6% | +15.6% |
| YTD | +28.3% | +37.1% | -8.8% | +18.6% |
| 1Y | +34.3% | +52.3% | -18.0% | +21.0% |
| 3Y | +140.1% | +215.2% | -75.1% | +81.9% |
| 5Y | +155.7% | +276.5% | -120.8% | +84.6% |
| 10Y | +285.5% | +508.4% | -222.8% | +147.2% |
| All | +6,477.2% | +36,294.1% | -29,816.9% | +2,295.8% |
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