+175.0%
WWD vs CASY
+250.1%
-75.2%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.3% | +3.7% | +3.5% |
| 7D | +4.2% | +1.1% | +3.1% | +3.8% |
| 30D | -2.1% | +8.7% | -10.8% | -4.1% |
| 3M | -13.2% | -17.3% | +4.1% | -9.8% |
| 6M | -16.9% | -19.7% | +2.9% | -13.6% |
| YTD | +5.2% | +24.8% | -19.6% | -5.1% |
| 1Y | +20.6% | +31.9% | -11.3% | +7.0% |
| 3Y | +146.3% | +155.4% | -9.1% | +74.5% |
| All | +175.0% | +250.1% | -75.2% | +70.1% |
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