+27.7%
GEN vs CASY
+250.1%
-222.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +31.2% |
| 3M | +6.5% | -17.3% | +23.8% | +9.6% |
| 6M | +53.8% | -19.7% | +73.5% | +58.7% |
| YTD | +11.2% | +24.8% | -13.6% | +2.0% |
| 1Y | +19.4% | +31.9% | -12.5% | +7.6% |
| 3Y | +81.0% | +155.4% | -74.3% | +33.0% |
| All | +27.7% | +250.1% | -222.4% | -18.9% |
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