+226.3%
CLSK vs ITOT
+75.8%
+150.5%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.8% | +6.0% | +4.2% |
| 7D | +7.7% | -0.9% | +8.6% | +10.8% |
| 30D | +12.2% | -1.5% | +13.7% | +17.5% |
| 3M | -15.5% | +3.6% | -19.0% | -23.5% |
| 6M | +39.3% | +13.7% | +25.7% | -2.6% |
| YTD | +35.1% | +12.9% | +22.1% | -1.7% |
| 1Y | +34.0% | +17.2% | +16.8% | -9.9% |
| 3Y | +226.3% | +75.6% | +150.6% | -27.5% |
| All | +226.3% | +75.8% | +150.5% | -27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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