+719.8%
MU vs CASY
+51.2%
+668.5%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.3% | +6.4% | +6.1% |
| 7D | +9.0% | +0.1% | +8.9% | +9.0% |
| 30D | +13.8% | -11.3% | +25.2% | +12.4% |
| 3M | +2.1% | -0.6% | +2.7% | +2.3% |
| 6M | +153.8% | +10.7% | +143.1% | +158.0% |
| YTD | +256.4% | +37.1% | +219.3% | +277.0% |
| 1Y | +719.8% | +52.3% | +667.5% | +772.3% |
| All | +719.8% | +51.2% | +668.5% | +772.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling