+235.3%
INTU vs CASY
+551.3%
-316.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.6% | -1.2% |
| 7D | -3.9% | +3.6% | -7.5% | -5.0% |
| 30D | +11.7% | +7.2% | +4.5% | +9.3% |
| 3M | +4.5% | -16.9% | +21.4% | +10.1% |
| 6M | -13.9% | -19.3% | +5.5% | -9.3% |
| YTD | -48.2% | +25.6% | -73.9% | -54.1% |
| 1Y | -47.1% | +30.2% | -77.3% | -53.9% |
| 3Y | -32.5% | +154.9% | -187.4% | -56.4% |
| 5Y | -42.6% | +252.1% | -294.7% | -68.2% |
| 10Y | +235.3% | +535.8% | -300.5% | +46.0% |
| All | +235.3% | +551.3% | -316.0% | +46.0% |
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