+252.6%
IQV vs CASY
+550.0%
-297.4%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -0.9% |
| 7D | +2.4% | +2.5% | -0.1% | +1.6% |
| 30D | +4.0% | +10.2% | -6.2% | +0.8% |
| 3M | +12.2% | -15.7% | +27.9% | +17.4% |
| 6M | +54.9% | -18.4% | +73.2% | +61.8% |
| YTD | +20.3% | +28.3% | -8.0% | +5.8% |
| 1Y | +22.7% | +32.6% | -9.8% | +6.4% |
| 3Y | +38.3% | +159.5% | -121.2% | -9.9% |
| 5Y | +6.5% | +263.9% | -257.4% | -40.6% |
| All | +252.6% | +550.0% | -297.4% | +61.3% |
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