+199.8%
TER vs CRCL
-13.3%
+213.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -1.1% | +6.6% | +5.6% |
| 7D | +0.6% | +17.1% | -16.5% | -1.7% |
| 30D | -8.3% | +61.3% | -69.6% | -14.4% |
| 3M | -12.2% | +12.7% | -25.0% | -14.7% |
| 6M | +17.0% | -3.1% | +20.1% | +13.6% |
| YTD | +84.6% | +28.7% | +55.9% | +69.4% |
| 1Y | +199.8% | -13.1% | +213.0% | +192.7% |
| All | +199.8% | -13.3% | +213.1% | +192.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling