-9.2%
IGV vs CASY
+30.1%
-39.3%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.7% | +2.0% | +2.7% |
| 7D | -0.4% | +3.6% | -4.0% | -0.1% |
| 30D | -9.9% | +7.2% | -17.1% | -9.4% |
| 3M | -1.2% | -16.9% | +15.7% | -3.2% |
| 6M | +11.3% | -19.3% | +30.7% | +9.9% |
| YTD | -4.0% | +25.6% | -29.6% | -3.8% |
| All | -9.2% | +30.1% | -39.3% | -8.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling