+4,324.2%
HAS vs CASY
+33,122.1%
-28,797.9%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.2% | -3.9% | -2.1% |
| 7D | 0.0% | +1.8% | -1.9% | -0.4% |
| 30D | +31.3% | +11.2% | +20.1% | +28.6% |
| 3M | +32.1% | -19.1% | +51.2% | +37.0% |
| 6M | +28.1% | -19.9% | +48.0% | +32.0% |
| YTD | +49.1% | +25.2% | +23.9% | +40.3% |
| 1Y | +60.5% | +31.6% | +28.9% | +49.3% |
| 3Y | +183.9% | +155.4% | +28.5% | +127.9% |
| 5Y | +51.2% | +251.5% | -200.3% | +13.0% |
| 10Y | +105.3% | +558.6% | -453.4% | +33.5% |
| All | +4,324.2% | +33,122.1% | -28,797.9% | +1,384.1% |
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