-3.0%
IGV vs CYCU
-99.9%
+96.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.4% | -0.8% | -2.2% |
| 7D | -4.5% | -8.1% | +3.5% | -4.5% |
| 30D | +3.2% | -43.0% | +46.2% | +3.4% |
| 3M | +4.5% | -50.8% | +55.4% | +5.1% |
| 6M | +22.1% | -74.1% | +96.2% | +23.7% |
| YTD | -1.0% | -84.0% | +82.9% | +1.2% |
| 1Y | -2.1% | -92.2% | +90.1% | -1.8% |
| All | -3.0% | -99.9% | +96.9% | +14.8% |
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