-33.5%
IONS vs CASY
+565.2%
-598.6%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.2% | -1.7% | -0.2% |
| 7D | -29.4% | +5.8% | -35.3% | -30.7% |
| 30D | -35.1% | +10.7% | -45.8% | -37.3% |
| 3M | -48.9% | -13.9% | -35.0% | -46.9% |
| 6M | -62.4% | -18.4% | -44.0% | -60.6% |
| YTD | -64.2% | +29.6% | -93.8% | -68.1% |
| 1Y | -60.9% | +32.8% | -93.7% | -65.5% |
| 3Y | -38.9% | +162.3% | -201.1% | -58.7% |
| 5Y | -15.6% | +265.0% | -280.6% | -50.2% |
| 10Y | -33.5% | +555.4% | -588.8% | -70.3% |
| All | -33.5% | +565.2% | -598.6% | -70.3% |
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