+1,213.1%
URI vs CASY
+565.2%
+647.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.2% | +1.9% | +3.2% |
| 7D | +2.6% | +5.8% | -3.2% | +0.1% |
| 30D | +9.1% | +10.7% | -1.6% | +4.3% |
| 3M | +1.0% | -13.9% | +14.9% | +6.4% |
| 6M | +23.3% | -18.4% | +41.8% | +30.5% |
| YTD | +43.3% | +29.6% | +13.7% | +20.0% |
| 1Y | +35.9% | +32.8% | +3.1% | +11.9% |
| 3Y | +158.6% | +162.3% | -3.6% | +43.0% |
| 5Y | +213.1% | +265.0% | -51.9% | +40.4% |
| 10Y | +1,213.1% | +555.4% | +657.7% | +326.6% |
| All | +1,213.1% | +565.2% | +647.9% | +326.6% |
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