+15.7%
BWA vs CASY
+32.1%
-16.5%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.4% | -4.0% | -2.6% |
| 7D | -9.9% | +0.8% | -10.7% | -9.9% |
| 30D | -16.4% | +9.4% | -25.8% | -17.0% |
| 3M | -19.8% | -20.6% | +0.8% | -18.5% |
| 6M | -10.0% | -20.7% | +10.8% | -5.8% |
| YTD | +12.7% | +22.5% | -9.8% | +8.6% |
| 1Y | +15.7% | +29.5% | -13.8% | +8.1% |
| All | +15.7% | +32.1% | -16.5% | +8.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling