+39.3%
IEFA vs CYCU
-99.9%
+139.2%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.4% | +1.5% | +0.1% |
| 7D | +0.6% | -8.1% | +8.6% | +0.6% |
| 30D | +1.0% | -43.0% | +44.0% | +1.3% |
| 3M | +4.7% | -50.8% | +55.5% | +3.4% |
| 6M | +8.6% | -74.1% | +82.7% | +7.5% |
| YTD | +14.8% | -84.0% | +98.8% | +14.1% |
| 1Y | +22.6% | -92.2% | +114.8% | +21.2% |
| All | +39.3% | -99.9% | +139.2% | +42.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling