+65.2%
HAS vs CASY
+32.1%
+33.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.4% | +1.6% | +3.1% |
| 7D | +2.4% | +0.8% | +1.6% | +2.5% |
| 30D | +31.6% | +9.4% | +22.2% | +31.8% |
| 3M | +33.9% | -20.6% | +54.4% | +32.5% |
| 6M | +31.4% | -20.7% | +52.1% | +31.6% |
| YTD | +51.6% | +22.5% | +29.1% | +46.4% |
| 1Y | +65.2% | +29.5% | +35.7% | +56.5% |
| All | +65.2% | +32.1% | +33.0% | +56.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling