-35.6%
NOW vs CRCL
+34.8%
-70.3%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.3% | +1.0% | -2.0% |
| 7D | -4.1% | +4.9% | -9.0% | -4.6% |
| 30D | +2.9% | +38.7% | -35.8% | -0.3% |
| 3M | +22.6% | +14.7% | +7.9% | +20.2% |
| 6M | +7.5% | -16.9% | +24.4% | +7.1% |
| YTD | -14.4% | +17.3% | -31.7% | -17.2% |
| 1Y | -29.8% | -21.2% | -8.6% | -31.4% |
| All | -35.6% | +34.8% | -70.3% | -34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CRCL.
Daily Out/Under-Performance
Portfolio return minus CRCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRCL 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 5y: compounded portfolio wealth divided by compounded CRCL 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…
5y analysis · Full analysis span regression · 6 months rolling