+1,072.4%
ARWR vs CASY
+551.3%
+521.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.3% | +0.7% | -16.0% | -15.6% |
| 7D | -17.3% | +3.6% | -20.9% | -18.7% |
| 30D | -21.5% | +7.2% | -28.7% | -24.1% |
| 3M | -43.8% | -16.9% | -26.9% | -39.8% |
| 6M | -32.3% | -19.3% | -12.9% | -27.9% |
| YTD | -25.8% | +25.6% | -51.5% | -36.7% |
| 1Y | +25.5% | +30.2% | -4.6% | +4.7% |
| 3Y | +84.1% | +154.9% | -70.7% | +5.8% |
| 5Y | -39.2% | +252.1% | -291.4% | -71.1% |
| 10Y | +1,072.4% | +535.8% | +536.5% | +219.6% |
| All | +1,072.4% | +551.3% | +521.1% | +219.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling