-1.0%
IQV vs CASY
+274.3%
-275.3%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.0% | -0.2% | -2.5% |
| 7D | +0.3% | -4.4% | +4.7% | +1.4% |
| 30D | +8.6% | -12.0% | +20.6% | +11.8% |
| 3M | +41.1% | -2.3% | +43.5% | +39.9% |
| 6M | +48.6% | +10.5% | +38.0% | +41.0% |
| YTD | +15.0% | +33.0% | -18.0% | +2.4% |
| 1Y | +38.1% | +41.1% | -3.0% | +19.9% |
| 3Y | +21.4% | +207.5% | -186.1% | -22.9% |
| 5Y | -1.0% | +290.7% | -291.8% | -44.9% |
| All | -1.0% | +274.3% | -275.3% | -44.9% |
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