-13.1%
CRCL vs NTRS
+47.2%
-60.3%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.2% | -1.2% |
| 7D | +17.1% | +0.4% | +16.7% | +16.9% |
| 30D | +61.3% | +1.7% | +59.6% | +58.6% |
| 3M | +12.7% | +8.9% | +3.9% | +6.1% |
| 6M | -3.1% | +30.6% | -33.6% | -26.8% |
| YTD | +28.7% | +38.7% | -10.0% | -12.0% |
| 1Y | -13.1% | +48.1% | -61.2% | -47.1% |
| All | -13.1% | +47.2% | -60.3% | -47.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRS.
Daily Out/Under-Performance
Portfolio return minus NTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRS 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 NTRS 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