+193.2%
WEC vs CASY
+565.2%
-372.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.2% | -1.8% | -0.1% |
| 7D | -0.5% | +5.8% | -6.4% | -1.8% |
| 30D | +12.0% | +10.7% | +1.3% | +9.4% |
| 3M | +11.1% | -13.9% | +24.9% | +14.4% |
| 6M | +6.0% | -18.4% | +24.4% | +9.8% |
| YTD | +14.3% | +29.6% | -15.4% | +5.1% |
| 1Y | +8.0% | +32.8% | -24.8% | -1.5% |
| 3Y | +62.8% | +162.3% | -99.4% | +20.6% |
| 5Y | +55.3% | +265.0% | -209.7% | +2.3% |
| 10Y | +193.2% | +555.4% | -362.2% | +67.1% |
| All | +193.2% | +565.2% | -372.0% | +67.1% |
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