-99.6%
CYCU vs IOVA
+45.4%
-144.9%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.4% | +4.6% | +1.6% |
| 7D | -2.5% | -6.4% | +3.9% | -1.6% |
| 30D | -25.6% | +25.4% | -51.0% | -28.0% |
| 3M | -39.7% | +115.3% | -155.1% | -45.6% |
| 6M | -74.6% | +56.5% | -131.1% | -76.7% |
| YTD | -84.1% | +198.2% | -282.3% | -86.1% |
| 1Y | -92.5% | +242.0% | -334.5% | -93.5% |
| All | -99.6% | +45.4% | -144.9% | -99.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 10y: compounded portfolio wealth divided by compounded IOVA 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…
10y analysis · Full analysis span regression · 6 months rolling