+378.0%
IOVA vs CASY
+32.1%
+345.9%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.4% | -2.9% | -1.1% |
| 7D | -41.3% | +0.8% | -42.1% | -41.0% |
| 30D | -38.5% | +9.4% | -47.9% | -37.2% |
| 3M | +99.5% | -20.6% | +120.1% | +91.4% |
| 6M | +126.0% | -20.7% | +146.7% | +123.1% |
| YTD | +218.7% | +22.5% | +196.2% | +231.6% |
| 1Y | +378.0% | +29.5% | +348.5% | +435.0% |
| All | +378.0% | +32.1% | +345.9% | +435.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling