-25.3%
CRCL vs IWD
+42.3%
-67.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.8% | -3.1% |
| 7D | -8.4% | +2.3% | -10.6% | -13.4% |
| 30D | -21.8% | +3.6% | -25.4% | -28.1% |
| 3M | -17.5% | +2.2% | -19.6% | -21.3% |
| 6M | -50.9% | +13.0% | -63.8% | -63.7% |
| YTD | -21.6% | +26.5% | -48.1% | -59.0% |
| 1Y | -24.5% | +30.1% | -54.6% | -64.4% |
| All | -25.3% | +42.3% | -67.5% | -67.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling