+352.4%
WING vs CASY
+549.1%
-196.7%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.0% | +3.2% | +1.2% |
| 7D | -0.1% | -4.4% | +4.2% | +1.2% |
| 30D | -6.0% | -12.0% | +6.0% | -2.4% |
| 3M | -23.5% | -2.3% | -21.1% | -24.1% |
| 6M | -52.0% | +10.5% | -62.5% | -55.0% |
| YTD | -53.8% | +33.0% | -86.8% | -59.7% |
| 1Y | -63.8% | +41.1% | -104.9% | -69.2% |
| 3Y | -30.8% | +207.5% | -238.3% | -56.2% |
| 5Y | -34.3% | +290.7% | -325.0% | -61.8% |
| 10Y | +352.4% | +556.5% | -204.1% | +117.4% |
| All | +352.4% | +549.1% | -196.7% | +117.4% |
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