+597.9%
GRMN vs CASY
+555.0%
+42.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.9% | -1.3% |
| 7D | -0.9% | +3.6% | -4.4% | -1.8% |
| 30D | +1.2% | +9.1% | -7.9% | -1.1% |
| 3M | -8.9% | -16.5% | +7.6% | -4.8% |
| 6M | +23.0% | -19.7% | +42.7% | +28.9% |
| YTD | +41.2% | +29.3% | +12.0% | +27.4% |
| 1Y | +47.5% | +33.1% | +14.4% | +31.5% |
| 3Y | +155.8% | +158.5% | -2.8% | +79.8% |
| 5Y | +120.2% | +266.7% | -146.5% | +34.4% |
| All | +597.9% | +555.0% | +42.9% | +243.5% |
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