+39.8%
CLSK vs MTB
+23.4%
+16.4%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | +8.8% | +1.7% | +7.1% | +8.1% |
| 30D | -6.0% | -4.2% | -1.8% | -4.4% |
| 3M | -24.4% | +8.9% | -33.2% | -28.9% |
| 6M | +19.0% | +10.9% | +8.2% | +10.0% |
| YTD | +25.4% | +21.5% | +3.9% | +6.9% |
| 1Y | +39.8% | +21.9% | +17.8% | +12.6% |
| All | +39.8% | +23.4% | +16.4% | +12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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