+703.5%
PH vs CASY
+550.6%
+152.9%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.6% |
| 7D | +2.1% | +5.0% | -2.8% | +0.3% |
| 30D | +0.3% | +8.2% | -7.9% | -2.8% |
| 3M | -8.8% | -18.2% | +9.4% | -2.8% |
| 6M | +10.0% | -18.6% | +28.6% | +15.5% |
| YTD | +10.5% | +26.8% | -16.3% | -4.5% |
| 1Y | +15.5% | +31.6% | -16.1% | -2.1% |
| 3Y | +136.4% | +156.5% | -20.2% | +43.0% |
| 5Y | +213.6% | +258.6% | -45.0% | +57.0% |
| All | +703.5% | +550.6% | +152.9% | +211.2% |
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 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