+98.3%
FWONK vs CASY
+230.5%
-132.3%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.4% |
| 7D | -1.5% | -17.2% | +15.7% | +0.8% |
| 30D | -6.8% | -24.4% | +17.6% | -3.3% |
| 3M | +7.7% | -31.4% | +39.1% | +13.3% |
| 6M | +11.0% | -8.9% | +19.9% | +10.9% |
| YTD | -3.1% | +13.8% | -16.9% | -6.8% |
| 1Y | -3.5% | +17.0% | -20.4% | -7.7% |
| 3Y | +44.6% | +163.1% | -118.5% | +17.5% |
| 5Y | +98.3% | +239.0% | -140.7% | +50.5% |
| All | +98.3% | +230.5% | -132.3% | +50.5% |
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