-51.1%
WU vs CASY
+274.3%
-325.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.0% | +0.5% | -2.1% |
| 7D | -0.8% | -4.4% | +3.5% | -0.2% |
| 30D | -1.1% | -12.0% | +10.9% | +0.6% |
| 3M | -1.8% | -2.3% | +0.5% | -2.4% |
| 6M | -23.9% | +10.5% | -34.4% | -26.3% |
| YTD | -20.4% | +33.0% | -53.4% | -25.7% |
| 1Y | -10.6% | +41.1% | -51.7% | -17.7% |
| 3Y | -27.7% | +207.5% | -235.2% | -45.5% |
| 5Y | -51.1% | +290.7% | -341.9% | -66.4% |
| All | -51.1% | +274.3% | -325.4% | -66.4% |
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