+81.0%
GEN vs CASY
+154.1%
-73.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.4% | -2.6% |
| 7D | +2.3% | +1.1% | +1.2% | +2.1% |
| 30D | +33.1% | +8.7% | +24.4% | +31.9% |
| 3M | +6.5% | -17.3% | +23.8% | +8.3% |
| 6M | +53.8% | -19.7% | +73.5% | +57.4% |
| YTD | +11.2% | +24.8% | -13.6% | +3.1% |
| 1Y | +19.4% | +31.9% | -12.5% | +9.0% |
| 3Y | +81.0% | +155.4% | -74.3% | +44.7% |
| All | +81.0% | +154.1% | -73.0% | +44.7% |
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