-34.8%
WING vs CASY
+276.6%
-311.4%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.9% |
| 7D | -3.9% | +0.1% | -3.9% | -3.9% |
| 30D | -11.6% | -11.3% | -0.2% | -8.1% |
| 3M | -24.2% | -0.6% | -23.6% | -25.4% |
| 6M | -54.1% | +10.7% | -64.8% | -57.6% |
| YTD | -53.9% | +37.1% | -91.0% | -61.7% |
| 1Y | -64.4% | +52.3% | -116.7% | -72.0% |
| 3Y | -30.2% | +215.2% | -245.4% | -62.5% |
| All | -34.8% | +276.6% | -311.4% | -69.7% |
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 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