-13.1%
CRCL vs WTW
+3.0%
-16.1%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.1% | +1.0% | -0.9% |
| 7D | +17.1% | -2.6% | +19.7% | +17.4% |
| 30D | +61.3% | -1.0% | +62.3% | +61.2% |
| 3M | +12.7% | +29.9% | -17.2% | +9.7% |
| 6M | -3.1% | +10.7% | -13.8% | -1.0% |
| YTD | +28.7% | +2.6% | +26.1% | +32.7% |
| 1Y | -13.1% | +2.8% | -15.9% | -12.3% |
| All | -13.1% | +3.0% | -16.1% | -12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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