+7,104.2%
TRV vs CASY
+33,946.0%
-26,841.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +2.0% | +1.2% |
| 7D | +0.1% | +2.5% | -2.4% | -0.5% |
| 30D | +8.0% | +10.2% | -2.2% | +5.8% |
| 3M | +9.3% | -15.7% | +25.0% | +12.7% |
| 6M | +36.2% | -18.4% | +54.6% | +40.6% |
| YTD | +40.6% | +28.3% | +12.3% | +31.2% |
| 1Y | +43.1% | +32.6% | +10.5% | +32.4% |
| 3Y | +149.6% | +159.5% | -9.9% | +96.7% |
| 5Y | +181.6% | +263.9% | -82.3% | +104.0% |
| 10Y | +352.5% | +548.5% | -196.0% | +185.9% |
| All | +7,104.2% | +33,946.0% | -26,841.8% | +2,550.4% |
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