+354.2%
TER vs CRCL
+30.9%
+323.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.9% | -0.6% | -3.3% |
| 7D | +9.4% | -12.5% | +21.9% | +10.5% |
| 30D | -2.4% | +26.9% | -29.4% | -4.7% |
| 3M | +6.5% | +14.4% | -7.9% | +4.5% |
| 6M | +23.2% | -23.5% | +46.7% | +23.2% |
| YTD | +91.5% | +13.9% | +77.6% | +84.3% |
| 1Y | +214.8% | -20.6% | +235.4% | +206.5% |
| All | +354.2% | +30.9% | +323.3% | +348.2% |
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