+15,588.9%
WWD vs CASY
+16,360.0%
-771.1%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.2% |
| 7D | +1.3% | +0.1% | +1.2% | +1.2% |
| 30D | -7.2% | -11.3% | +4.2% | -3.5% |
| 3M | -3.8% | -0.6% | -3.2% | -5.6% |
| 6M | -9.9% | +10.7% | -20.6% | -15.0% |
| YTD | +14.8% | +37.1% | -22.3% | +0.5% |
| 1Y | +42.1% | +52.3% | -10.2% | +19.6% |
| 3Y | +170.8% | +215.2% | -44.4% | +72.4% |
| 5Y | +197.5% | +276.5% | -79.0% | +75.4% |
| 10Y | +477.8% | +508.4% | -30.5% | +184.6% |
| All | +15,588.9% | +16,360.0% | -771.1% | +3,718.7% |
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 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