+5,928.6%
WPM vs CASY
+4,336.3%
+1,592.3%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.7% | -1.0% |
| 7D | +1.1% | +0.1% | +1.0% | +1.0% |
| 30D | +26.4% | -11.3% | +37.7% | +28.7% |
| 3M | +20.8% | -0.6% | +21.5% | +19.7% |
| 6M | +1.1% | +10.7% | -9.6% | -1.8% |
| YTD | +32.5% | +37.1% | -4.7% | +23.9% |
| 1Y | +51.5% | +52.3% | -0.8% | +38.9% |
| 3Y | +267.0% | +215.2% | +51.8% | +194.2% |
| 5Y | +250.1% | +276.5% | -26.4% | +170.0% |
| 10Y | +540.4% | +508.4% | +32.0% | +335.8% |
| All | +5,928.6% | +4,336.3% | +1,592.3% | +2,400.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling