+39.6%
EMR vs CYCU
-99.9%
+139.5%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.2% | +3.6% | +2.4% |
| 7D | +1.6% | +1.2% | +0.4% | +1.6% |
| 30D | +5.0% | -31.5% | +36.5% | +5.2% |
| 3M | +7.7% | -62.0% | +69.7% | +8.2% |
| 6M | +26.8% | -67.4% | +94.2% | +26.7% |
| YTD | +29.9% | -88.6% | +118.5% | +31.5% |
| 1Y | +25.7% | -88.5% | +114.2% | +26.4% |
| All | +39.6% | -99.9% | +139.5% | +52.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CYCU.
Daily Out/Under-Performance
Portfolio return minus CYCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CYCU 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 CYCU 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