-1.6%
CLSK vs IWD
+72.9%
-74.5%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | +0.2% |
| 7D | +17.2% | -1.2% | +18.4% | +21.3% |
| 30D | +14.6% | -1.6% | +16.2% | +19.4% |
| 3M | -16.8% | +7.0% | -23.9% | -33.2% |
| 6M | +38.2% | +17.0% | +21.2% | -13.2% |
| YTD | +31.2% | +21.6% | +9.6% | -25.4% |
| 1Y | +37.3% | +28.0% | +9.3% | -31.4% |
| 3Y | +201.8% | +70.6% | +131.3% | -26.8% |
| 5Y | -1.6% | +73.3% | -74.9% | -72.3% |
| All | -1.6% | +72.9% | -74.5% | -72.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling