-34.1%
INTU vs CASY
+161.8%
-195.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.3% | +0.4% |
| 7D | +0.1% | +3.6% | -3.5% | -0.4% |
| 30D | +10.1% | +9.1% | +1.0% | +8.9% |
| 3M | -4.2% | -16.5% | +12.3% | -2.7% |
| 6M | -7.2% | -19.7% | +12.5% | -4.7% |
| YTD | -47.7% | +29.3% | -77.0% | -51.1% |
| 1Y | -46.7% | +33.1% | -79.8% | -50.7% |
| 3Y | -34.1% | +158.5% | -192.6% | -49.1% |
| All | -34.1% | +161.8% | -195.9% | -49.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling