+582.1%
WY vs CASY
+34,306.4%
-33,724.3%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.2% | -2.1% | -0.5% |
| 7D | -5.1% | +5.8% | -10.9% | -6.5% |
| 30D | +9.0% | +10.7% | -1.7% | +6.0% |
| 3M | -16.7% | -13.9% | -2.8% | -13.9% |
| 6M | -10.3% | -18.4% | +8.2% | -6.9% |
| YTD | -10.5% | +29.6% | -40.1% | -18.6% |
| 1Y | -5.9% | +32.8% | -38.7% | -15.1% |
| 3Y | -24.7% | +162.3% | -187.0% | -44.9% |
| 5Y | -31.5% | +265.0% | -296.5% | -54.8% |
| 10Y | +4.7% | +555.4% | -550.6% | -40.5% |
| All | +582.1% | +34,306.4% | -33,724.3% | +77.8% |
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