+34.7%
BWA vs CASY
+253.8%
-219.0%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.7% | +4.7% | +5.3% |
| 7D | -0.6% | +3.6% | -4.2% | -1.4% |
| 30D | -16.1% | +7.2% | -23.3% | -17.5% |
| 3M | -24.6% | -16.9% | -7.7% | -21.9% |
| 6M | -15.7% | -19.3% | +3.6% | -12.3% |
| YTD | +15.1% | +25.6% | -10.6% | +5.7% |
| 1Y | +15.9% | +30.2% | -14.3% | +5.1% |
| 3Y | +67.1% | +154.9% | -87.8% | +19.3% |
| 5Y | +34.7% | +252.1% | -217.4% | -18.9% |
| All | +34.7% | +253.8% | -219.0% | -18.9% |
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 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