+595.7%
HAL vs CASY
+36,294.0%
-35,698.3%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | +2.9% | +0.1% | +2.9% | +2.9% |
| 30D | +17.0% | -11.3% | +28.4% | +20.2% |
| 3M | -9.7% | -0.6% | -9.0% | -10.3% |
| 6M | +8.6% | +10.7% | -2.1% | +4.8% |
| YTD | +33.0% | +37.1% | -4.1% | +21.6% |
| 1Y | +68.3% | +52.3% | +16.0% | +49.4% |
| 3Y | +0.1% | +215.2% | -215.1% | -27.2% |
| 5Y | +102.6% | +276.5% | -173.9% | +39.3% |
| 10Y | +3.8% | +508.4% | -504.5% | -36.9% |
| All | +595.7% | +36,294.0% | -35,698.3% | +94.4% |
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