+53.2%
HAL vs CASY
+261.5%
-208.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.4% |
| 7D | +2.6% | +2.5% | +0.2% | +2.3% |
| 30D | -0.1% | +10.2% | -10.3% | -1.5% |
| 3M | -1.1% | -15.7% | +14.6% | +1.1% |
| 6M | -20.7% | -18.4% | -2.4% | -18.7% |
| YTD | +17.5% | +28.3% | -10.8% | +11.3% |
| 1Y | +24.1% | +32.6% | -8.4% | +16.7% |
| 3Y | -8.4% | +159.5% | -167.9% | -25.3% |
| 5Y | +53.2% | +263.9% | -210.7% | +22.1% |
| All | +53.2% | +261.5% | -208.3% | +22.1% |
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