+327.2%
SMH vs CLSK
+6.4%
+320.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +6.8% | -5.3% | +0.4% |
| 7D | +0.3% | +7.7% | -7.5% | -1.0% |
| 30D | -2.8% | +12.2% | -15.0% | -5.0% |
| 3M | -6.7% | -15.5% | +8.7% | -5.2% |
| 6M | +41.8% | +39.3% | +2.4% | +32.7% |
| YTD | +57.9% | +35.1% | +22.8% | +46.5% |
| 1Y | +87.6% | +34.0% | +53.6% | +70.2% |
| 3Y | +282.9% | +226.3% | +56.7% | +152.4% |
| All | +327.2% | +6.4% | +320.8% | +192.5% |
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