+1,649.1%
THC vs CASY
+550.0%
+1,099.2%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.0% | -1.7% |
| 7D | +0.1% | +2.5% | -2.3% | -0.7% |
| 30D | +7.5% | +10.2% | -2.7% | +3.9% |
| 3M | +7.5% | -15.7% | +23.2% | +13.0% |
| 6M | +46.4% | -18.4% | +64.8% | +53.4% |
| YTD | +44.4% | +28.3% | +16.1% | +25.2% |
| 1Y | +43.4% | +32.6% | +10.9% | +22.4% |
| 3Y | +433.3% | +159.5% | +273.8% | +225.4% |
| 5Y | +262.5% | +263.9% | -1.4% | +82.6% |
| All | +1,649.1% | +550.0% | +1,099.2% | +680.4% |
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