-19.2%
IONS vs CASY
+551.3%
-570.5%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.4% | +0.7% | -22.0% | -21.6% |
| 7D | -24.8% | +3.6% | -28.4% | -25.7% |
| 30D | -31.5% | +7.2% | -38.7% | -33.1% |
| 3M | -45.2% | -16.9% | -28.3% | -42.4% |
| 6M | -59.1% | -19.3% | -39.7% | -57.0% |
| YTD | -60.8% | +25.6% | -86.5% | -64.8% |
| 1Y | -57.9% | +30.2% | -88.0% | -62.6% |
| 3Y | -34.5% | +154.9% | -189.3% | -55.2% |
| 5Y | -8.8% | +252.1% | -261.0% | -45.5% |
| 10Y | -19.2% | +535.8% | -555.1% | -62.9% |
| All | -19.2% | +551.3% | -570.5% | -62.9% |
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 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