+11.7%
CRCL vs TMF
-16.0%
+27.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.7% | -1.7% | -3.4% |
| 7D | +4.9% | -0.9% | +5.8% | +4.8% |
| 30D | +38.7% | -1.0% | +39.7% | +38.5% |
| 3M | +14.7% | -11.3% | +25.9% | +12.5% |
| 6M | -16.9% | -22.7% | +5.9% | -24.5% |
| YTD | +17.3% | -17.3% | +34.6% | +11.2% |
| 1Y | -21.2% | -22.5% | +1.3% | -27.9% |
| All | +11.7% | -16.0% | +27.8% | +19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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