+26.3%
WAT vs CASY
+31.3%
-5.0%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.2% | -0.2% |
| 7D | +3.4% | +5.0% | -1.6% | +3.6% |
| 30D | +9.6% | +8.2% | +1.4% | +9.9% |
| 3M | +15.5% | -18.2% | +33.7% | +15.0% |
| 6M | +33.9% | -18.6% | +52.5% | +35.9% |
| YTD | +25.2% | +26.8% | -1.6% | +18.5% |
| 1Y | +26.3% | +31.6% | -5.3% | +17.7% |
| All | +26.3% | +31.3% | -5.0% | +17.7% |
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