+199.3%
URI vs CASY
+253.8%
-54.4%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +0.7% | +6.2% | +6.7% |
| 7D | -4.0% | +3.6% | -7.6% | -5.0% |
| 30D | +6.8% | +7.2% | -0.4% | +4.7% |
| 3M | -2.8% | -16.9% | +14.1% | +1.7% |
| 6M | +20.9% | -19.3% | +40.2% | +26.6% |
| YTD | +40.2% | +25.6% | +14.6% | +23.6% |
| 1Y | +34.1% | +30.2% | +3.9% | +16.1% |
| 3Y | +164.1% | +154.9% | +9.3% | +66.1% |
| 5Y | +199.3% | +252.1% | -52.8% | +56.8% |
| All | +199.3% | +253.8% | -54.4% | +56.8% |
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