+48.6%
HAS vs CASY
+250.1%
-201.6%
-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% | -0.3% | -0.5% |
| 7D | -0.2% | +1.1% | -1.2% | -0.3% |
| 30D | +31.0% | +8.7% | +22.3% | +29.4% |
| 3M | +30.7% | -17.3% | +48.0% | +33.9% |
| 6M | +23.9% | -19.7% | +43.6% | +27.1% |
| YTD | +48.3% | +24.8% | +23.5% | +38.4% |
| 1Y | +60.2% | +31.9% | +28.3% | +47.4% |
| 3Y | +189.2% | +155.4% | +33.8% | +119.9% |
| All | +48.6% | +250.1% | -201.6% | -3.2% |
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