+77.3%
GRMN vs CASY
+274.3%
-197.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.0% | +2.5% | +0.1% |
| 7D | +0.2% | -4.4% | +4.5% | +1.0% |
| 30D | -11.3% | -12.0% | +0.7% | -9.2% |
| 3M | +17.7% | -2.3% | +20.1% | +17.2% |
| 6M | +14.2% | +10.5% | +3.6% | +10.0% |
| YTD | +37.0% | +33.0% | +4.0% | +26.2% |
| 1Y | +17.0% | +41.1% | -24.2% | +5.8% |
| 3Y | +183.2% | +207.5% | -24.3% | +105.2% |
| 5Y | +77.3% | +290.7% | -213.5% | +16.0% |
| All | +77.3% | +274.3% | -197.0% | +16.0% |
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