-6.9%
GEHC vs CASY
+51.2%
-58.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.2% |
| 7D | -4.0% | +0.1% | -4.1% | -4.0% |
| 30D | -2.0% | -11.3% | +9.4% | -1.6% |
| 3M | +8.0% | -0.6% | +8.6% | +7.8% |
| 6M | -12.8% | +10.7% | -23.5% | -14.9% |
| YTD | -15.9% | +37.1% | -53.0% | -21.0% |
| 1Y | -6.9% | +52.3% | -59.2% | -21.4% |
| All | -6.9% | +51.2% | -58.1% | -21.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling