+1,900.5%
THC vs CASY
+539.5%
+1,361.0%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | +0.1% |
| 7D | +8.8% | +5.0% | +3.9% | +7.1% |
| 30D | +10.0% | +8.2% | +1.9% | +7.0% |
| 3M | +11.7% | -18.2% | +29.8% | +18.7% |
| 6M | +52.5% | -18.6% | +71.1% | +59.8% |
| YTD | +46.1% | +26.8% | +19.3% | +27.0% |
| 1Y | +49.1% | +31.6% | +17.5% | +27.3% |
| 3Y | +439.6% | +156.5% | +283.1% | +228.7% |
| 5Y | +263.2% | +258.6% | +4.5% | +82.4% |
| 10Y | +1,900.5% | +550.3% | +1,350.2% | +733.4% |
| All | +1,900.5% | +539.5% | +1,361.0% | +733.4% |
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