+14,278.8%
WWD vs CASY
+14,884.2%
-605.4%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.3% | +3.7% | +3.5% |
| 7D | +4.2% | +1.1% | +3.1% | +3.7% |
| 30D | -2.1% | +8.7% | -10.8% | -5.1% |
| 3M | -13.2% | -17.3% | +4.1% | -8.5% |
| 6M | -16.9% | -19.7% | +2.9% | -13.0% |
| YTD | +5.2% | +24.8% | -19.6% | -5.7% |
| 1Y | +20.6% | +31.9% | -11.3% | +6.0% |
| 3Y | +146.3% | +155.4% | -9.1% | +67.8% |
| 5Y | +171.3% | +250.6% | -79.2% | +62.7% |
| 10Y | +471.3% | +556.8% | -85.5% | +173.0% |
| All | +14,278.8% | +14,884.2% | -605.4% | +3,480.8% |
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