+8.9%
CRCL vs MDT
+10.3%
-1.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.3% |
| 7D | -11.2% | -3.4% | -7.8% | -11.2% |
| 30D | +27.1% | +0.2% | +26.9% | +27.2% |
| 3M | +9.6% | +14.3% | -4.6% | +9.3% |
| 6M | -19.7% | +4.0% | -23.7% | -14.8% |
| YTD | +14.2% | -3.7% | +17.9% | +20.3% |
| 1Y | -32.2% | -0.4% | -31.9% | -30.4% |
| All | +8.9% | +10.3% | -1.5% | +32.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling