+448.8%
THC vs CASY
+155.2%
+293.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.7% | +1.3% | +1.9% |
| 7D | +7.5% | +3.6% | +3.9% | +7.2% |
| 30D | +9.6% | +7.2% | +2.4% | +8.9% |
| 3M | +10.3% | -16.9% | +27.2% | +12.0% |
| 6M | +51.8% | -19.3% | +71.1% | +54.7% |
| YTD | +45.4% | +25.6% | +19.8% | +36.8% |
| 1Y | +40.8% | +30.2% | +10.6% | +31.5% |
| 3Y | +448.8% | +154.9% | +293.9% | +345.6% |
| All | +448.8% | +155.2% | +293.6% | +345.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling