-56.3%
INIO vs CASY
-10.9%
-45.4%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -19.5% | +1.4% | -20.9% | -19.1% |
| 7D | -19.7% | +0.8% | -20.5% | -19.4% |
| 30D | -22.3% | +9.4% | -31.8% | -20.9% |
| 3M | -46.1% | -20.6% | -25.5% | -49.4% |
| All | -56.3% | -10.9% | -45.4% | -56.4% |
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 · Available span rolling