-1.6%
CLSK vs HAS
+10.8%
-12.4%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.5% | 0.0% | -0.3% |
| 7D | +17.2% | -4.8% | +22.1% | +21.7% |
| 30D | +14.6% | -5.1% | +19.7% | +18.8% |
| 3M | -16.8% | +6.4% | -23.2% | -22.5% |
| 6M | +38.2% | -5.6% | +43.8% | +40.9% |
| YTD | +31.2% | +11.0% | +20.3% | +14.0% |
| 1Y | +37.3% | +16.8% | +20.5% | +13.5% |
| 3Y | +201.8% | +44.0% | +157.8% | +94.9% |
| 5Y | -1.6% | +11.0% | -12.5% | +8.2% |
| All | -1.6% | +10.8% | -12.4% | +8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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