+68,550.7%
MU vs CASY
+33,122.1%
+35,428.6%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | +2.2% | -19.6% | -18.2% |
| 7D | -29.7% | +1.8% | -31.6% | -30.3% |
| 30D | -37.2% | +11.2% | -48.4% | -39.7% |
| 3M | -26.5% | -19.1% | -7.4% | -22.3% |
| 6M | +2.6% | -19.9% | +22.5% | +6.8% |
| YTD | +130.1% | +25.2% | +105.0% | +104.8% |
| 1Y | +176.7% | +31.6% | +145.1% | +140.9% |
| 3Y | +813.1% | +155.4% | +657.7% | +520.2% |
| 5Y | +822.0% | +251.5% | +570.4% | +452.5% |
| 10Y | +3,936.2% | +558.6% | +3,377.5% | +1,788.3% |
| All | +68,550.7% | +33,122.1% | +35,428.6% | +9,814.9% |
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