+660.3%
WY vs CASY
+36,294.0%
-35,633.7%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.9% |
| 7D | -1.7% | +0.1% | -1.8% | -1.8% |
| 30D | -10.1% | -11.3% | +1.3% | -7.3% |
| 3M | -5.1% | -0.6% | -4.5% | -6.2% |
| 6M | -4.8% | +10.7% | -15.5% | -8.9% |
| YTD | -0.2% | +37.1% | -37.4% | -10.1% |
| 1Y | -6.6% | +52.3% | -58.9% | -18.6% |
| 3Y | -22.7% | +215.2% | -237.9% | -46.1% |
| 5Y | -22.2% | +276.5% | -298.7% | -48.8% |
| 10Y | +7.3% | +508.4% | -501.1% | -37.8% |
| All | +660.3% | +36,294.0% | -35,633.7% | +96.3% |
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