+27.6%
CLSK vs URI
+5.1%
+22.5%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.9% | +0.2% | -1.7% |
| 7D | +1.7% | -0.5% | +2.2% | +2.0% |
| 30D | +11.1% | -13.4% | +24.5% | +19.0% |
| 3M | -14.1% | -6.2% | -7.9% | -11.7% |
| 6M | +32.9% | +28.0% | +4.9% | +13.7% |
| YTD | +26.5% | +23.0% | +3.5% | +4.9% |
| 1Y | +27.6% | +5.5% | +22.1% | +23.7% |
| All | +27.6% | +5.1% | +22.5% | +23.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling