+117.0%
GRMN vs CASY
+250.1%
-133.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.2% |
| 7D | +4.7% | +1.1% | +3.6% | +4.5% |
| 30D | +3.4% | +8.7% | -5.3% | +1.9% |
| 3M | -5.0% | -17.3% | +12.3% | -1.9% |
| 6M | +18.6% | -19.7% | +38.3% | +22.9% |
| YTD | +42.5% | +24.8% | +17.7% | +32.3% |
| 1Y | +42.3% | +31.9% | +10.4% | +30.0% |
| 3Y | +158.5% | +155.4% | +3.1% | +95.1% |
| All | +117.0% | +250.1% | -133.1% | +41.9% |
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