-21.3%
HUT vs CASY
+266.7%
-288.0%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.8% | -7.9% | -7.4% |
| 7D | +9.3% | +3.6% | +5.8% | +7.8% |
| 30D | -23.1% | +9.1% | -32.2% | -26.5% |
| 3M | -30.6% | -16.5% | -14.1% | -25.5% |
| 6M | -46.9% | -19.7% | -27.1% | -42.9% |
| YTD | +25.3% | +29.3% | -3.9% | -1.3% |
| 1Y | +59.8% | +33.1% | +26.7% | +23.1% |
| 3Y | +467.2% | +158.5% | +308.7% | +174.4% |
| All | -21.3% | +266.7% | -288.0% | -72.7% |
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