+226.3%
CLSK vs IJH
+49.7%
+176.5%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.8% | +6.0% | +4.7% |
| 7D | +7.7% | -1.9% | +9.6% | +13.2% |
| 30D | +12.2% | -4.6% | +16.9% | +27.4% |
| 3M | -15.5% | -1.2% | -14.3% | -12.4% |
| 6M | +39.3% | +9.4% | +29.9% | +12.8% |
| YTD | +35.1% | +13.3% | +21.7% | +1.4% |
| 1Y | +34.0% | +13.4% | +20.6% | +2.6% |
| 3Y | +226.3% | +50.4% | +175.8% | +43.3% |
| All | +226.3% | +49.7% | +176.5% | +43.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IJH.
Daily Out/Under-Performance
Portfolio return minus IJH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJH 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 3y: compounded portfolio wealth divided by compounded IJH 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…
3y analysis · Full analysis span regression · 6 months rolling