+317.0%
FWONK vs CASY
+453.5%
-136.5%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.9% | +2.1% | +0.7% |
| 7D | +0.1% | -18.6% | +18.7% | +5.9% |
| 30D | -7.7% | -26.6% | +18.9% | +0.7% |
| 3M | +5.7% | -32.8% | +38.5% | +18.2% |
| 6M | +13.5% | -10.0% | +23.5% | +14.1% |
| YTD | -3.0% | +11.6% | -14.6% | -9.5% |
| 1Y | -6.4% | +11.5% | -17.9% | -13.0% |
| 3Y | +43.8% | +160.7% | -116.9% | -5.8% |
| 5Y | +98.6% | +232.4% | -133.9% | +13.9% |
| All | +317.0% | +453.5% | -136.5% | +97.2% |
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