-13.1%
CRCL vs MOH
+18.1%
-31.3%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.1% | -1.2% |
| 7D | +17.1% | +0.4% | +16.7% | +17.2% |
| 30D | +61.3% | +2.9% | +58.4% | +61.5% |
| 3M | +12.7% | +4.1% | +8.6% | +13.5% |
| 6M | -3.1% | +33.8% | -36.9% | +0.7% |
| YTD | +28.7% | +15.7% | +13.0% | +31.2% |
| 1Y | -13.1% | +17.5% | -30.7% | -22.5% |
| All | -13.1% | +18.1% | -31.3% | -22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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