+3.4%
UUUU vs CASY
+14.3%
-11.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.9% | -3.0% | -4.8% |
| 7D | -10.5% | -18.6% | +8.1% | -8.6% |
| 30D | -10.5% | -26.6% | +16.1% | -7.5% |
| 3M | -14.1% | -32.8% | +18.7% | -9.7% |
| 6M | -35.5% | -10.0% | -25.5% | -42.0% |
| YTD | -10.9% | +11.6% | -22.6% | -26.6% |
| 1Y | +3.4% | +11.5% | -8.1% | -10.1% |
| All | +3.4% | +14.3% | -11.0% | -10.1% |
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