+356.5%
TER vs CRCL
+39.4%
+317.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -5.8% | +10.0% | +4.7% |
| 7D | +11.0% | +7.5% | +3.5% | +10.1% |
| 30D | -1.9% | +44.3% | -46.1% | -5.2% |
| 3M | -0.7% | +16.5% | -17.2% | -2.8% |
| 6M | +36.4% | -5.6% | +42.0% | +34.2% |
| YTD | +92.4% | +21.3% | +71.2% | +84.2% |
| 1Y | +213.5% | -14.5% | +228.0% | +203.6% |
| All | +356.5% | +39.4% | +317.1% | +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 all: 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…
all analysis · Full analysis span regression · 6 months rolling