+19,368.3%
WELL vs CASY
+33,031.0%
-13,662.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | +4.4% | +1.1% | +3.3% | +4.2% |
| 30D | +10.8% | +8.7% | +2.1% | +9.0% |
| 3M | +4.2% | -17.3% | +21.5% | +7.7% |
| 6M | +14.0% | -19.7% | +33.7% | +17.9% |
| YTD | +33.4% | +24.8% | +8.6% | +26.1% |
| 1Y | +32.4% | +31.9% | +0.5% | +23.7% |
| 3Y | +194.7% | +155.4% | +39.4% | +138.7% |
| 5Y | +226.5% | +250.6% | -24.1% | +145.7% |
| 10Y | +429.8% | +556.8% | -127.0% | +252.9% |
| All | +19,368.3% | +33,031.0% | -13,662.7% | +9,037.7% |
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 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