+476.9%
WWD vs CASY
+549.1%
-72.2%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.0% | +1.0% | -0.8% |
| 7D | +0.8% | -4.4% | +5.2% | +2.6% |
| 30D | -6.4% | -12.0% | +5.6% | -1.9% |
| 3M | -5.6% | -2.3% | -3.3% | -7.3% |
| 6M | -9.1% | +10.5% | -19.6% | -15.8% |
| YTD | +12.5% | +33.0% | -20.5% | -4.1% |
| 1Y | +41.3% | +41.1% | +0.2% | +16.9% |
| 3Y | +170.2% | +207.5% | -37.3% | +49.2% |
| 5Y | +192.5% | +290.7% | -98.2% | +38.8% |
| 10Y | +476.9% | +556.5% | -79.6% | +118.5% |
| All | +476.9% | +549.1% | -72.2% | +118.5% |
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