+155.4%
GEN vs CASY
+565.2%
-409.7%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.2% | -0.1% | +1.8% |
| 7D | -0.8% | +5.8% | -6.6% | -1.7% |
| 30D | +31.2% | +10.7% | +20.5% | +29.2% |
| 3M | +6.1% | -13.9% | +20.0% | +8.2% |
| 6M | +38.1% | -18.4% | +56.6% | +41.5% |
| YTD | +14.4% | +29.6% | -15.2% | +7.0% |
| 1Y | +15.1% | +32.8% | -17.7% | +7.0% |
| 3Y | +68.5% | +162.3% | -93.7% | +36.5% |
| 5Y | +35.8% | +265.0% | -229.2% | +2.8% |
| 10Y | +155.4% | +555.4% | -399.9% | +71.5% |
| All | +155.4% | +565.2% | -409.7% | +71.5% |
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 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