+211.0%
CLSK vs MSFU
+70.7%
+140.3%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.6% | -1.0% |
| 7D | +17.2% | -2.3% | +19.6% | +18.7% |
| 30D | +14.6% | -6.3% | +20.8% | +17.7% |
| 3M | -16.8% | +40.0% | -56.8% | -34.1% |
| 6M | +38.2% | +30.1% | +8.1% | +10.3% |
| YTD | +31.2% | -10.3% | +41.6% | +29.6% |
| 1Y | +37.3% | -19.0% | +56.4% | +44.1% |
| 3Y | +201.8% | +25.8% | +176.0% | +117.7% |
| All | +211.0% | +70.7% | +140.3% | +68.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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