+123.3%
SUI vs CASY
+539.5%
-416.1%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -1.1% |
| 7D | +3.4% | +5.0% | -1.5% | +2.2% |
| 30D | +4.6% | +8.2% | -3.6% | +2.6% |
| 3M | +1.6% | -18.2% | +19.8% | +6.3% |
| 6M | -3.5% | -18.6% | +15.1% | +0.5% |
| YTD | -1.0% | +26.8% | -27.8% | -9.1% |
| 1Y | -1.7% | +31.6% | -33.3% | -10.9% |
| 3Y | +18.4% | +156.5% | -138.2% | -13.7% |
| 5Y | -26.3% | +258.6% | -285.0% | -52.3% |
| 10Y | +123.3% | +550.3% | -426.9% | +26.3% |
| All | +123.3% | +539.5% | -416.1% | +26.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling