+15,512.8%
GWW vs CASY
+33,247.3%
-17,734.6%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.5% |
| 7D | +5.3% | +3.6% | +1.7% | +4.5% |
| 30D | +12.4% | +7.2% | +5.2% | +10.8% |
| 3M | +13.7% | -16.9% | +30.7% | +17.6% |
| 6M | +18.0% | -19.3% | +37.3% | +21.9% |
| YTD | +44.6% | +25.6% | +18.9% | +35.8% |
| 1Y | +53.1% | +30.2% | +22.9% | +42.6% |
| 3Y | +90.2% | +154.9% | -64.6% | +51.8% |
| 5Y | +215.0% | +252.1% | -37.1% | +133.3% |
| 10Y | +658.9% | +535.8% | +123.1% | +392.5% |
| All | +15,512.8% | +33,247.3% | -17,734.6% | +5,742.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling