+47.7%
HAS vs CASY
+266.7%
-218.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.5% | -0.9% |
| 7D | +1.4% | +3.6% | -2.2% | +0.9% |
| 30D | +26.3% | +9.1% | +17.2% | +24.7% |
| 3M | +25.6% | -16.5% | +42.1% | +28.6% |
| 6M | +30.3% | -19.7% | +50.0% | +34.0% |
| YTD | +50.4% | +29.3% | +21.1% | +39.6% |
| 1Y | +57.7% | +33.1% | +24.6% | +45.2% |
| 3Y | +213.4% | +158.5% | +54.9% | +138.7% |
| All | +47.7% | +266.7% | -218.9% | -4.4% |
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 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