+49.3%
WPM vs CASY
+15.5%
+33.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -14.2% | +15.3% | +1.0% |
| 7D | +3.9% | -16.5% | +20.4% | +3.8% |
| 30D | +17.7% | -26.4% | +44.1% | +17.7% |
| 3M | +39.4% | -17.3% | +56.7% | +36.7% |
| 6M | +6.4% | -5.2% | +11.6% | -1.4% |
| YTD | +34.0% | +14.1% | +19.9% | +20.6% |
| All | +49.3% | +15.5% | +33.8% | +35.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling