-16.6%
HD vs CYCU
-99.9%
+83.2%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.4% | +2.3% | +0.9% |
| 7D | -2.1% | -8.1% | +6.0% | -2.1% |
| 30D | -8.4% | -43.0% | +34.6% | -8.4% |
| 3M | +4.3% | -50.8% | +55.2% | +6.0% |
| 6M | -11.1% | -74.1% | +63.0% | -9.4% |
| YTD | -4.7% | -84.0% | +79.3% | -2.3% |
| 1Y | -19.8% | -92.2% | +72.4% | -19.0% |
| All | -16.6% | -99.9% | +83.2% | -10.1% |
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