-24.5%
CRCL vs IWD
+28.9%
-53.4%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.8% | -3.0% |
| 7D | -8.4% | +2.3% | -10.6% | -12.5% |
| 30D | -21.8% | +3.6% | -25.4% | -26.9% |
| 3M | -17.5% | +2.2% | -19.6% | -20.6% |
| 6M | -50.9% | +13.0% | -63.8% | -61.1% |
| YTD | -21.6% | +26.5% | -48.1% | -52.5% |
| 1Y | -24.5% | +30.1% | -54.6% | -58.8% |
| All | -24.5% | +28.9% | -53.4% | -58.8% |
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