+23,761.0%
PH vs CASY
+36,294.0%
-12,533.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | -3.1% | +0.1% | -3.1% | -3.1% |
| 30D | -3.2% | -11.3% | +8.1% | -0.4% |
| 3M | +10.6% | -0.6% | +11.2% | +9.3% |
| 6M | -2.1% | +10.7% | -12.9% | -6.1% |
| YTD | +10.2% | +37.1% | -26.9% | -0.1% |
| 1Y | +28.2% | +52.3% | -24.1% | +12.8% |
| 3Y | +134.9% | +215.2% | -80.3% | +68.8% |
| 5Y | +253.6% | +276.5% | -22.9% | +141.3% |
| 10Y | +804.7% | +508.4% | +296.4% | +443.2% |
| All | +23,761.0% | +36,294.0% | -12,533.0% | +7,217.2% |
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 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