+23.5%
WWD vs CASY
+31.3%
-7.8%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.6% | +0.3% |
| 7D | +0.4% | +5.0% | -4.5% | +0.1% |
| 30D | -0.4% | +8.2% | -8.6% | -1.1% |
| 3M | -6.1% | -18.2% | +12.1% | -4.3% |
| 6M | -9.5% | -18.6% | +9.1% | -3.8% |
| YTD | +10.8% | +26.8% | -16.0% | -14.9% |
| 1Y | +23.5% | +31.6% | -8.1% | -10.7% |
| All | +23.5% | +31.3% | -7.8% | -10.7% |
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 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