-99.6%
CYCU vs IOVA
+55.4%
-154.9%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | -0.7% |
| 7D | +12.5% | +5.1% | +7.4% | +11.7% |
| 30D | -28.2% | +37.2% | -65.4% | -31.3% |
| 3M | -47.8% | +117.5% | -165.3% | -53.1% |
| 6M | -72.9% | +69.6% | -142.5% | -75.4% |
| YTD | -84.1% | +218.7% | -302.8% | -86.2% |
| 1Y | -91.9% | +265.5% | -357.4% | -93.0% |
| All | -99.6% | +55.4% | -154.9% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling