-20.5%
WY vs CASY
+274.3%
-294.8%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.0% | +1.6% | -0.8% |
| 7D | -2.1% | -4.4% | +2.3% | -1.1% |
| 30D | -10.5% | -12.0% | +1.6% | -8.1% |
| 3M | -4.9% | -2.3% | -2.5% | -5.7% |
| 6M | -4.9% | +10.5% | -15.4% | -9.4% |
| YTD | -1.7% | +33.0% | -34.7% | -11.2% |
| 1Y | -9.4% | +41.1% | -50.5% | -19.8% |
| 3Y | -22.3% | +207.5% | -229.8% | -48.9% |
| 5Y | -20.5% | +290.7% | -311.3% | -53.1% |
| All | -20.5% | +274.3% | -294.8% | -53.1% |
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