+186.6%
MU vs CASY
+31.3%
+155.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -0.9% |
| 7D | -15.2% | +5.0% | -20.2% | -14.4% |
| 30D | -29.5% | +8.2% | -37.7% | -28.5% |
| 3M | -15.8% | -18.2% | +2.4% | -17.5% |
| 6M | -2.9% | -18.6% | +15.7% | -0.7% |
| YTD | +154.2% | +26.8% | +127.4% | +182.6% |
| 1Y | +186.6% | +31.6% | +155.0% | +226.2% |
| All | +186.6% | +31.3% | +155.3% | +226.2% |
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