-13.1%
CRCL vs MDT
+5.4%
-18.5%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.3% | -1.1% |
| 7D | +17.1% | +3.2% | +13.9% | +17.4% |
| 30D | +61.3% | +9.5% | +51.8% | +61.6% |
| 3M | +12.7% | +16.0% | -3.3% | +12.7% |
| 6M | -3.1% | +0.2% | -3.3% | +5.4% |
| YTD | +28.7% | -0.3% | +29.0% | +35.8% |
| 1Y | -13.1% | +4.7% | -17.9% | -21.4% |
| All | -13.1% | +5.4% | -18.5% | -21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MDT.
Daily Out/Under-Performance
Portfolio return minus MDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDT 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 MDT 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