+6.0%
CLSK vs INDA
+5.7%
+0.3%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +1.0% | +5.8% | +5.0% |
| 7D | +7.7% | -2.7% | +10.4% | +13.3% |
| 30D | +12.2% | -2.8% | +15.0% | +18.3% |
| 3M | -15.5% | +1.6% | -17.1% | -18.1% |
| 6M | +39.3% | -1.4% | +40.8% | +44.3% |
| YTD | +35.1% | -10.1% | +45.2% | +65.5% |
| 1Y | +34.0% | -8.8% | +42.8% | +58.2% |
| 3Y | +226.3% | +7.6% | +218.6% | +170.1% |
| All | +6.0% | +5.7% | +0.3% | -0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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