+206.6%
HRB vs CASY
+468.0%
-261.4%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -14.2% | +12.6% | +3.1% |
| 7D | -10.6% | -16.5% | +5.9% | -5.4% |
| 30D | -0.8% | -26.4% | +25.6% | +9.2% |
| 3M | +19.1% | -17.3% | +36.4% | +24.1% |
| 6M | +48.7% | -5.2% | +53.9% | +45.7% |
| YTD | +7.1% | +14.1% | -7.0% | -2.9% |
| 1Y | -8.3% | +16.6% | -24.9% | -17.9% |
| 3Y | +25.8% | +163.7% | -137.9% | -24.3% |
| 5Y | +111.1% | +231.3% | -120.2% | +11.7% |
| 10Y | +206.6% | +462.9% | -256.3% | +39.3% |
| All | +206.6% | +468.0% | -261.4% | +39.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling