+236.7%
INTU vs CASY
+555.0%
-318.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.3% | +0.2% |
| 7D | +0.1% | +3.6% | -3.5% | -1.1% |
| 30D | +10.1% | +9.1% | +1.0% | +7.1% |
| 3M | -4.2% | -16.5% | +12.3% | +0.8% |
| 6M | -7.2% | -19.7% | +12.5% | -2.0% |
| YTD | -47.7% | +29.3% | -77.0% | -54.1% |
| 1Y | -46.7% | +33.1% | -79.8% | -53.8% |
| 3Y | -34.1% | +158.5% | -192.6% | -57.6% |
| 5Y | -43.3% | +266.7% | -310.0% | -69.1% |
| All | +236.7% | +555.0% | -318.3% | +45.6% |
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