+35.1%
CLS vs U
-3.2%
+38.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +2.6% | +3.0% | +5.0% |
| 7D | +12.8% | +4.5% | +8.3% | +11.7% |
| 30D | +3.8% | -0.6% | +4.4% | +3.8% |
| 3M | -14.6% | +48.4% | -63.1% | -23.6% |
| 6M | +32.2% | +115.4% | -83.1% | +6.6% |
| YTD | +11.6% | -3.2% | +14.8% | +14.2% |
| 1Y | +35.1% | -6.0% | +41.1% | +30.4% |
| All | +35.1% | -3.2% | +38.2% | +30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded U 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling