-38.4%
INTU vs CASY
+276.6%
-315.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.3% | -3.1% | -3.3% |
| 7D | -7.1% | +0.1% | -7.2% | -7.1% |
| 30D | +1.5% | -11.3% | +12.8% | +4.1% |
| 3M | +10.7% | -0.6% | +11.3% | +9.6% |
| 6M | -23.8% | +10.7% | -34.6% | -27.3% |
| YTD | -49.3% | +37.1% | -86.4% | -55.0% |
| 1Y | -49.7% | +52.3% | -102.0% | -57.2% |
| 3Y | -38.0% | +215.2% | -253.2% | -61.9% |
| All | -38.4% | +276.6% | -315.1% | -67.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling