-21.9%
WU vs CASY
+3,963.7%
-3,985.6%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.9% |
| 7D | -0.8% | +0.1% | -0.9% | -0.9% |
| 30D | -1.1% | -11.3% | +10.2% | +2.4% |
| 3M | -3.9% | -0.6% | -3.2% | -5.2% |
| 6M | -20.7% | +10.7% | -31.4% | -24.7% |
| YTD | -18.4% | +37.1% | -55.5% | -27.9% |
| 1Y | -8.1% | +52.3% | -60.4% | -22.0% |
| 3Y | -24.2% | +215.2% | -239.4% | -51.1% |
| 5Y | -50.4% | +276.5% | -326.9% | -70.5% |
| 10Y | -40.0% | +508.4% | -548.4% | -71.2% |
| All | -21.9% | +3,963.7% | -3,985.6% | -84.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling