+63.8%
DIA vs CLSK
-4.8%
+68.5%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.6% | +3.0% | -0.4% |
| 7D | -3.0% | +1.7% | -4.8% | -3.1% |
| 30D | -3.0% | +11.1% | -14.1% | -3.8% |
| 3M | +4.5% | -14.1% | +18.6% | +4.8% |
| 6M | +9.8% | +32.9% | -23.1% | +6.7% |
| YTD | +9.3% | +26.5% | -17.2% | +5.9% |
| 1Y | +16.0% | +27.6% | -11.7% | +11.0% |
| 3Y | +57.7% | +190.9% | -133.2% | +32.4% |
| 5Y | +63.8% | -0.4% | +64.1% | +34.0% |
| All | +63.8% | -4.8% | +68.5% | +34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CLSK.
Daily Out/Under-Performance
Portfolio return minus CLSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLSK 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 5y: compounded portfolio wealth divided by compounded CLSK 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…
5y analysis · Full analysis span regression · 6 months rolling