+12.9%
HAS vs CASY
+276.6%
-263.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.5% |
| 7D | -1.8% | +0.1% | -1.9% | -1.8% |
| 30D | +2.3% | -11.3% | +13.6% | +4.0% |
| 3M | +10.4% | -0.6% | +11.0% | +9.4% |
| 6M | -3.2% | +10.7% | -14.0% | -6.5% |
| YTD | +15.4% | +37.1% | -21.7% | +6.4% |
| 1Y | +18.8% | +52.3% | -33.5% | +6.8% |
| 3Y | +43.9% | +215.2% | -171.3% | +4.2% |
| All | +12.9% | +276.6% | -263.7% | -26.3% |
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 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