-49.8%
USAR vs CASY
+32.1%
-82.0%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +1.4% | -7.3% | -6.1% |
| 7D | -21.8% | +0.8% | -22.6% | -21.9% |
| 30D | -39.9% | +9.4% | -49.3% | -41.2% |
| 3M | -52.5% | -20.6% | -31.9% | -50.0% |
| 6M | -67.9% | -20.7% | -47.2% | -64.6% |
| YTD | -31.1% | +22.5% | -53.6% | -51.0% |
| 1Y | -49.8% | +29.5% | -79.3% | -65.5% |
| All | -49.8% | +32.1% | -82.0% | -65.5% |
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