+356.1%
IAG vs CASY
+551.3%
-195.2%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.7% | +5.1% | +5.6% |
| 7D | +24.0% | +3.6% | +20.4% | +23.3% |
| 30D | +5.5% | +7.2% | -1.7% | +4.2% |
| 3M | +8.3% | -16.9% | +25.2% | +11.3% |
| 6M | +6.1% | -19.3% | +25.4% | +8.9% |
| YTD | +20.3% | +25.6% | -5.3% | +12.5% |
| 1Y | +56.5% | +30.2% | +26.3% | +45.1% |
| 3Y | +762.6% | +154.9% | +607.7% | +615.5% |
| 5Y | +546.3% | +252.1% | +294.1% | +415.2% |
| 10Y | +356.1% | +535.8% | -179.7% | +278.4% |
| All | +356.1% | +551.3% | -195.2% | +278.4% |
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