+18.6%
IQV vs CASY
+32.9%
-14.3%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.8% | -3.0% | -2.2% |
| 7D | -2.5% | +3.6% | -6.0% | -2.3% |
| 30D | +1.2% | +9.1% | -7.9% | +1.6% |
| 3M | +9.8% | -16.5% | +26.3% | +8.6% |
| 6M | +53.8% | -19.7% | +73.5% | +54.9% |
| YTD | +17.6% | +29.3% | -11.6% | +19.4% |
| 1Y | +18.6% | +33.1% | -14.5% | +20.4% |
| All | +18.6% | +32.9% | -14.3% | +20.4% |
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