-99.3%
WETO vs CASY
+48.3%
-147.7%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.9% | -3.5% | -4.5% |
| 7D | -4.3% | -18.6% | +14.3% | +4.9% |
| 30D | -39.9% | -26.6% | -13.3% | -29.6% |
| 3M | -97.9% | -32.8% | -65.1% | -97.5% |
| 6M | -95.0% | -10.0% | -85.0% | -94.2% |
| YTD | -97.2% | +11.6% | -108.8% | -96.7% |
| 1Y | -98.9% | +11.5% | -110.4% | -98.7% |
| All | -99.3% | +48.3% | -147.7% | -99.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling