+124.1%
IBB vs CASY
+550.0%
-425.9%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.0% | -1.1% | -1.9% |
| 7D | +1.6% | +2.5% | -0.8% | +1.1% |
| 30D | +6.7% | +10.2% | -3.5% | +4.2% |
| 3M | +6.3% | -15.7% | +22.0% | +10.1% |
| 6M | +23.9% | -18.4% | +42.3% | +28.2% |
| YTD | +26.6% | +28.3% | -1.7% | +15.4% |
| 1Y | +29.6% | +32.6% | -2.9% | +16.9% |
| 3Y | +86.1% | +159.5% | -73.4% | +36.1% |
| 5Y | +40.3% | +263.9% | -223.6% | -8.5% |
| All | +124.1% | +550.0% | -425.9% | +20.8% |
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