-11.8%
UNH vs CASY
+209.8%
-221.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.0% | +3.9% | +1.2% |
| 7D | +1.1% | -4.4% | +5.5% | +1.5% |
| 30D | -1.5% | -12.0% | +10.5% | -0.6% |
| 3M | -0.8% | -2.3% | +1.5% | -1.0% |
| 6M | +41.8% | +10.5% | +31.3% | +39.5% |
| YTD | +23.1% | +33.0% | -10.0% | +18.4% |
| 1Y | +28.5% | +41.1% | -12.6% | +22.6% |
| 3Y | -11.8% | +207.5% | -219.3% | -19.3% |
| All | -11.8% | +209.8% | -221.5% | -19.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling