-60.8%
CLSK vs URI
+1,029.0%
-1,089.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | 0.0% | +6.8% | +6.8% |
| 7D | +7.7% | -2.1% | +9.8% | +8.8% |
| 30D | +12.2% | -12.4% | +24.6% | +19.7% |
| 3M | -15.5% | -7.3% | -8.2% | -12.8% |
| 6M | +39.3% | +27.2% | +12.1% | +21.1% |
| YTD | +35.1% | +23.0% | +12.1% | +18.6% |
| 1Y | +34.0% | +3.9% | +30.1% | +28.4% |
| 3Y | +226.3% | +121.6% | +104.6% | +131.9% |
| 5Y | +6.4% | +201.1% | -194.7% | -31.2% |
| All | -60.8% | +1,029.0% | -1,089.8% | -66.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 10y: compounded portfolio wealth divided by compounded URI 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…
10y analysis · Full analysis span regression · 6 months rolling