+0.8%
SUI vs CASY
+32.1%
-31.4%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.4% | +3.7% | +5.0% |
| 7D | +10.0% | +0.8% | +9.2% | +9.9% |
| 30D | +8.4% | +9.4% | -1.0% | +7.4% |
| 3M | +0.7% | -20.6% | +21.2% | +2.9% |
| 6M | -0.9% | -20.7% | +19.8% | +1.3% |
| YTD | +0.6% | +22.5% | -21.9% | -4.3% |
| 1Y | +0.8% | +29.5% | -28.7% | -5.1% |
| All | +0.8% | +32.1% | -31.4% | -5.1% |
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