+81.4%
CLSK vs URI
+159.0%
-77.7%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +4.2% | +1.0% | +1.7% |
| 7D | +1.6% | +2.6% | -1.0% | +0.6% |
| 30D | -32.9% | +9.1% | -42.0% | -36.4% |
| 3M | -40.0% | +1.0% | -41.0% | -39.8% |
| 6M | -51.7% | +23.3% | -75.0% | -59.5% |
| YTD | -31.7% | +43.3% | -75.0% | -52.7% |
| 1Y | -50.8% | +35.9% | -86.7% | -63.8% |
| All | +81.4% | +159.0% | -77.7% | -6.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling