+72,065.9%
MU vs CASY
+33,031.0%
+39,034.8%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.3% | +5.4% | +5.2% |
| 7D | -22.0% | +1.1% | -23.1% | -22.4% |
| 30D | -36.6% | +8.7% | -45.3% | -38.6% |
| 3M | -21.7% | -17.3% | -4.4% | -17.8% |
| 6M | +3.5% | -19.7% | +23.3% | +7.7% |
| YTD | +141.9% | +24.8% | +117.1% | +115.5% |
| 1Y | +189.8% | +31.9% | +157.9% | +152.2% |
| 3Y | +855.4% | +155.4% | +700.0% | +548.9% |
| 5Y | +869.2% | +250.6% | +618.6% | +481.3% |
| 10Y | +4,142.8% | +556.8% | +3,586.0% | +1,886.7% |
| All | +72,065.9% | +33,031.0% | +39,034.8% | +10,331.6% |
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