+4,116.1%
SUI vs CASY
+16,168.0%
-12,051.9%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.4% | +3.7% | +4.8% |
| 7D | +10.0% | +0.8% | +9.2% | +9.8% |
| 30D | +8.4% | +9.4% | -1.0% | +6.1% |
| 3M | +0.7% | -20.6% | +21.2% | +5.8% |
| 6M | -0.9% | -20.7% | +19.8% | +3.4% |
| YTD | +0.6% | +22.5% | -21.9% | -5.7% |
| 1Y | +0.8% | +29.5% | -28.7% | -6.9% |
| 3Y | +15.5% | +150.0% | -134.5% | -10.7% |
| 5Y | -25.9% | +248.6% | -274.4% | -47.7% |
| 10Y | +119.5% | +544.6% | -425.1% | +30.5% |
| All | +4,116.1% | +16,168.0% | -12,051.9% | +1,333.0% |
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