-41.7%
WU vs CASY
+253.8%
-295.4%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -0.9% | -0.4% |
| 7D | +9.1% | +3.6% | +5.5% | +8.5% |
| 30D | +12.1% | +7.2% | +4.9% | +11.0% |
| 3M | +0.3% | -16.9% | +17.3% | +2.6% |
| 6M | -19.1% | -19.3% | +0.2% | -17.2% |
| YTD | -19.2% | +25.6% | -44.9% | -23.9% |
| 1Y | -15.3% | +30.2% | -45.4% | -20.9% |
| 3Y | -21.3% | +154.9% | -176.2% | -37.4% |
| 5Y | -41.7% | +252.1% | -293.8% | -58.1% |
| All | -41.7% | +253.8% | -295.4% | -58.1% |
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 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