-99.7%
CYCU vs IOVA
+44.3%
-144.0%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | +0.1% |
| 7D | -3.1% | -8.5% | +5.4% | -2.0% |
| 30D | -16.8% | -44.7% | +27.9% | -11.7% |
| 3M | -52.4% | +26.2% | -78.7% | -55.1% |
| 6M | -64.1% | +123.2% | -187.3% | -68.5% |
| YTD | -88.8% | +196.0% | -284.8% | -90.5% |
| 1Y | -88.1% | +240.9% | -329.0% | -89.9% |
| All | -99.7% | +44.3% | -144.0% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling