+5,240.8%
GRMN vs CASY
+7,567.1%
-2,326.3%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.3% | 0.0% |
| 7D | -2.9% | +0.1% | -2.9% | -2.9% |
| 30D | -8.4% | -11.3% | +2.9% | -5.2% |
| 3M | +15.0% | -0.6% | +15.6% | +13.6% |
| 6M | +11.2% | +10.7% | +0.5% | +5.8% |
| YTD | +37.7% | +37.1% | +0.6% | +22.3% |
| 1Y | +18.5% | +52.3% | -33.8% | +1.4% |
| 3Y | +175.8% | +215.2% | -39.4% | +82.5% |
| 5Y | +75.1% | +276.5% | -201.4% | +7.8% |
| 10Y | +637.0% | +508.4% | +128.7% | +273.7% |
| All | +5,240.8% | +7,567.1% | -2,326.3% | +880.9% |
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 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