-13.1%
CRCL vs WPM
+53.7%
-66.9%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | -0.1% | -0.6% |
| 7D | +17.1% | +1.1% | +16.0% | +16.6% |
| 30D | +61.3% | +26.4% | +34.9% | +45.3% |
| 3M | +12.7% | +20.8% | -8.1% | +2.9% |
| 6M | -3.1% | +1.1% | -4.2% | -6.3% |
| YTD | +28.7% | +32.5% | -3.8% | +16.9% |
| 1Y | -13.1% | +51.5% | -64.7% | -19.6% |
| All | -13.1% | +53.7% | -66.9% | -19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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