-25.1%
SUI vs CASY
+254.0%
-279.1%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.2% | -1.5% | +0.3% |
| 7D | +8.8% | +1.8% | +6.9% | +8.4% |
| 30D | +8.9% | +11.2% | -2.2% | +6.8% |
| 3M | +2.0% | -19.1% | +21.1% | +5.8% |
| 6M | -0.6% | -19.9% | +19.3% | +2.9% |
| YTD | +1.3% | +25.2% | -23.8% | -5.2% |
| 1Y | +1.3% | +31.6% | -30.4% | -6.5% |
| 3Y | +16.3% | +155.4% | -139.1% | -11.0% |
| 5Y | -25.1% | +251.5% | -276.6% | -48.7% |
| All | -25.1% | +254.0% | -279.1% | -48.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling