+716.5%
WING vs CASY
+551.3%
+165.2%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +0.7% | +7.7% | +8.2% |
| 7D | +8.6% | +3.6% | +5.0% | +7.4% |
| 30D | +44.8% | +7.2% | +37.6% | +41.4% |
| 3M | +51.9% | -16.9% | +68.9% | +59.4% |
| 6M | +37.2% | -19.3% | +56.6% | +43.4% |
| YTD | -25.3% | +25.6% | -50.9% | -34.2% |
| 1Y | -25.1% | +30.2% | -55.2% | -34.9% |
| 3Y | -12.9% | +154.9% | -167.8% | -41.5% |
| 5Y | +12.0% | +252.1% | -240.1% | -33.0% |
| 10Y | +716.5% | +535.8% | +180.7% | +304.7% |
| All | +716.5% | +551.3% | +165.2% | +304.7% |
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 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