+27.6%
CLSK vs IWD
+27.7%
-0.1%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.3% | -3.3% | -2.7% |
| 7D | +1.7% | -2.3% | +4.1% | +9.2% |
| 30D | +11.1% | -1.8% | +12.9% | +16.4% |
| 3M | -14.1% | +8.0% | -22.1% | -37.5% |
| 6M | +32.9% | +17.0% | +15.9% | -28.5% |
| YTD | +26.5% | +21.3% | +5.2% | -40.3% |
| 1Y | +27.6% | +27.9% | -0.3% | -47.4% |
| All | +27.6% | +27.7% | -0.1% | -47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 1y: compounded portfolio wealth divided by compounded IWD 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…
1y analysis · Full analysis span regression · 6 months rolling