-22.7%
WU vs CASY
+3,623.6%
-3,646.3%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -0.9% | -0.5% |
| 7D | +9.1% | +3.6% | +5.5% | +7.9% |
| 30D | +12.1% | +7.2% | +4.9% | +9.7% |
| 3M | +0.3% | -16.9% | +17.3% | +5.5% |
| 6M | -19.1% | -19.3% | +0.2% | -15.4% |
| YTD | -19.2% | +25.6% | -44.9% | -27.1% |
| 1Y | -15.3% | +30.2% | -45.4% | -24.6% |
| 3Y | -21.3% | +154.9% | -176.2% | -45.7% |
| 5Y | -41.7% | +252.1% | -293.8% | -64.7% |
| 10Y | -36.0% | +535.8% | -571.8% | -69.9% |
| All | -22.7% | +3,623.6% | -3,646.3% | -83.9% |
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