+8,297.1%
GEN vs CASY
+36,294.0%
-27,996.9%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.9% | -2.1% |
| 7D | -1.2% | +0.1% | -1.3% | -1.2% |
| 30D | +10.1% | -11.3% | +21.5% | +12.9% |
| 3M | +16.1% | -0.6% | +16.7% | +14.9% |
| 6M | +38.9% | +10.7% | +28.1% | +33.6% |
| YTD | +14.4% | +37.1% | -22.7% | +4.6% |
| 1Y | +5.9% | +52.3% | -46.4% | -5.9% |
| 3Y | +58.8% | +215.2% | -156.4% | +17.5% |
| 5Y | +24.7% | +276.5% | -251.8% | -12.3% |
| 10Y | +163.1% | +508.4% | -345.3% | +57.8% |
| All | +8,297.1% | +36,294.0% | -27,996.9% | +1,858.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling