-99.7%
CYCU vs IOVA
+44.5%
-144.2%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.4% |
| 7D | -1.6% | -7.0% | +5.4% | -0.6% |
| 30D | -14.2% | -44.4% | +30.2% | -9.0% |
| 3M | -47.3% | +24.7% | -71.9% | -50.2% |
| 6M | -67.3% | +118.6% | -185.9% | -71.3% |
| YTD | -88.8% | +196.3% | -285.1% | -90.4% |
| 1Y | -90.6% | +205.3% | -295.9% | -92.0% |
| All | -99.7% | +44.5% | -144.2% | -99.8% |
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