+127.3%
UUUU vs CASY
+234.8%
-107.5%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -14.2% | +13.8% | +4.0% |
| 7D | +1.8% | -16.5% | +18.3% | +7.3% |
| 30D | +1.8% | -26.4% | +28.2% | +11.6% |
| 3M | +1.3% | -17.3% | +18.6% | +4.2% |
| 6M | -26.8% | -5.2% | -21.6% | -29.2% |
| YTD | +0.1% | +14.1% | -14.0% | -10.2% |
| 1Y | +11.2% | +16.6% | -5.4% | -1.4% |
| 3Y | +97.7% | +163.7% | -66.0% | +13.7% |
| 5Y | +127.3% | +231.3% | -104.0% | +13.8% |
| All | +127.3% | +234.8% | -107.5% | +13.8% |
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