-43.5%
INTU vs CASY
+261.5%
-305.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.5% |
| 7D | -4.1% | +2.5% | -6.6% | -4.7% |
| 30D | +12.8% | +10.2% | +2.6% | +10.3% |
| 3M | +2.1% | -15.7% | +17.8% | +5.7% |
| 6M | -11.5% | -18.4% | +6.9% | -7.8% |
| YTD | -47.9% | +28.3% | -76.2% | -53.4% |
| 1Y | -47.7% | +32.6% | -80.2% | -53.9% |
| 3Y | -34.0% | +159.5% | -193.5% | -57.1% |
| 5Y | -43.5% | +263.9% | -307.4% | -70.8% |
| All | -43.5% | +261.5% | -305.1% | -70.8% |
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