+34.0%
CLSK vs IYR
+6.2%
+27.8%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.8% | +6.0% | +6.1% |
| 7D | +7.7% | -1.4% | +9.1% | +9.1% |
| 30D | +12.2% | -2.7% | +14.9% | +14.8% |
| 3M | -15.5% | -2.1% | -13.3% | -15.6% |
| 6M | +39.3% | +3.6% | +35.8% | +25.3% |
| YTD | +35.1% | +8.1% | +26.9% | +15.7% |
| 1Y | +34.0% | +4.7% | +29.3% | +10.5% |
| All | +34.0% | +6.2% | +27.8% | +10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IYR.
Daily Out/Under-Performance
Portfolio return minus IYR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IYR 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 IYR 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