-25.7%
URA vs CASY
+34.1%
-59.8%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.2% | -0.8% | +1.5% |
| 7D | +2.9% | +5.8% | -2.9% | +2.9% |
| 30D | -10.8% | +10.7% | -21.5% | -11.0% |
| 3M | -25.5% | -13.9% | -11.7% | -25.1% |
| 6M | -41.2% | -18.4% | -22.8% | -37.4% |
| YTD | -21.3% | +29.6% | -50.9% | -30.8% |
| 1Y | -25.7% | +32.8% | -58.5% | -35.0% |
| All | -25.7% | +34.1% | -59.8% | -35.0% |
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 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