+21.4%
IQV vs CASY
+209.8%
-188.4%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.0% | -0.2% | -2.7% |
| 7D | +0.3% | -4.4% | +4.7% | +1.0% |
| 30D | +8.6% | -12.0% | +20.6% | +10.6% |
| 3M | +41.1% | -2.3% | +43.5% | +40.2% |
| 6M | +48.6% | +10.5% | +38.0% | +42.8% |
| YTD | +15.0% | +33.0% | -18.0% | +5.0% |
| 1Y | +38.1% | +41.1% | -3.0% | +23.5% |
| 3Y | +21.4% | +207.5% | -186.1% | -11.0% |
| All | +21.4% | +209.8% | -188.4% | -11.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling