-31.6%
CRCL vs IWF
-1.6%
-29.9%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.4% | +0.8% | +0.3% |
| 7D | -6.8% | -4.2% | -2.7% | +2.6% |
| 30D | -8.6% | -8.1% | -0.5% | +10.8% |
| 3M | +20.3% | -5.1% | +25.4% | +36.4% |
| 6M | -36.3% | -1.4% | -34.9% | -33.5% |
| YTD | -4.0% | -0.1% | -3.9% | -1.5% |
| 1Y | -31.6% | -1.3% | -30.3% | -27.8% |
| All | -31.6% | -1.6% | -29.9% | -27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 IWF 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