-32.2%
CRCL vs IOVA
+259.8%
-292.1%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +5.7% | -5.3% | -0.5% |
| 7D | -11.2% | -2.2% | -9.1% | -10.9% |
| 30D | +27.1% | +27.6% | -0.5% | +22.9% |
| 3M | +9.6% | +117.2% | -107.5% | -2.3% |
| 6M | -19.7% | +77.7% | -97.4% | -27.8% |
| YTD | +14.2% | +215.0% | -200.8% | -5.1% |
| 1Y | -32.2% | +255.4% | -287.6% | -36.7% |
| All | -32.2% | +259.8% | -292.1% | -36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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