+13.7%
WBD vs CASY
+468.0%
-454.3%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -14.2% | +13.5% | +3.8% |
| 7D | -1.7% | -16.5% | +14.8% | +3.7% |
| 30D | +3.9% | -26.4% | +30.3% | +13.9% |
| 3M | +5.1% | -17.3% | +22.4% | +9.3% |
| 6M | +0.6% | -5.2% | +5.8% | -1.0% |
| YTD | -3.2% | +14.1% | -17.2% | -11.2% |
| 1Y | +127.7% | +16.6% | +111.0% | +106.2% |
| 3Y | +146.6% | +163.7% | -17.2% | +60.8% |
| 5Y | +4.2% | +231.3% | -227.1% | -38.6% |
| 10Y | +13.7% | +462.9% | -449.2% | -43.4% |
| All | +13.7% | +468.0% | -454.3% | -43.4% |
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