-31.6%
CRCL vs IWD
+33.0%
-64.6%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.6% | -1.4% | -4.1% |
| 7D | -6.8% | +2.5% | -9.4% | -11.5% |
| 30D | -8.6% | +6.0% | -14.6% | -18.7% |
| 3M | +20.3% | +3.8% | +16.6% | +11.9% |
| 6M | -36.3% | +16.3% | -52.7% | -52.6% |
| YTD | -4.0% | +27.5% | -31.5% | -43.8% |
| 1Y | -31.6% | +32.8% | -64.4% | -66.3% |
| All | -31.6% | +33.0% | -64.6% | -66.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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