-63.6%
CLSK vs URI
+1,052.6%
-1,116.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.6% | -0.7% | +0.1% |
| 7D | +8.8% | -2.0% | +10.8% | +10.0% |
| 30D | -6.0% | -12.9% | +6.9% | +0.6% |
| 3M | -24.4% | -6.7% | -17.6% | -22.1% |
| 6M | +19.0% | +19.0% | 0.0% | +7.0% |
| YTD | +25.4% | +25.5% | -0.1% | +9.0% |
| 1Y | +39.8% | +5.5% | +34.2% | +32.7% |
| 3Y | +177.7% | +111.3% | +66.4% | +100.4% |
| 5Y | -11.0% | +198.6% | -209.6% | -42.7% |
| All | -63.6% | +1,052.6% | -1,116.3% | -69.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling