+38.2%
GEHC vs CASY
+188.7%
-150.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.4% | -1.6% |
| 7D | +7.6% | +1.1% | +6.5% | +7.4% |
| 30D | +27.5% | +8.7% | +18.8% | +25.7% |
| 3M | +17.2% | -17.3% | +34.5% | +20.3% |
| 6M | +33.6% | -19.7% | +53.3% | +37.8% |
| YTD | +0.6% | +24.8% | -24.2% | -5.8% |
| 1Y | +11.3% | +31.9% | -20.6% | +2.6% |
| 3Y | +16.5% | +155.4% | -138.9% | -3.8% |
| All | +38.2% | +188.7% | -150.5% | +13.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling