+176.6%
URI vs CASY
+254.0%
-77.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +2.2% | -9.3% | -7.7% |
| 7D | -12.9% | +1.8% | -14.8% | -13.4% |
| 30D | -3.4% | +11.2% | -14.6% | -6.2% |
| 3M | -10.0% | -19.1% | +9.1% | -5.1% |
| 6M | +12.2% | -19.9% | +32.1% | +17.8% |
| YTD | +29.8% | +25.2% | +4.6% | +14.5% |
| 1Y | +24.6% | +31.6% | -7.0% | +7.4% |
| 3Y | +137.6% | +155.4% | -17.8% | +49.1% |
| 5Y | +176.6% | +251.5% | -74.9% | +44.9% |
| All | +176.6% | +254.0% | -77.4% | +44.9% |
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