-28.9%
WU vs CASY
+163.7%
-192.6%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -14.2% | +13.4% | +0.4% |
| 7D | -4.9% | -16.5% | +11.6% | -3.5% |
| 30D | -1.3% | -26.4% | +25.1% | +1.3% |
| 3M | -3.6% | -17.3% | +13.7% | -2.7% |
| 6M | -24.3% | -5.2% | -19.1% | -25.2% |
| YTD | -21.1% | +14.1% | -35.2% | -24.0% |
| 1Y | -10.3% | +16.6% | -26.9% | -14.1% |
| All | -28.9% | +163.7% | -192.6% | -40.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling