-29.9%
IP vs CYCU
-99.9%
+70.0%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.4% | +3.6% | +2.2% |
| 7D | -5.3% | -8.1% | +2.8% | -5.2% |
| 30D | -10.9% | -43.0% | +32.1% | -10.6% |
| 3M | +11.2% | -50.8% | +62.0% | +11.4% |
| 6M | -10.2% | -74.1% | +63.9% | -9.4% |
| YTD | -2.0% | -84.0% | +82.0% | -0.2% |
| 1Y | -19.1% | -92.2% | +73.1% | -18.4% |
| All | -29.9% | -99.9% | +70.0% | -24.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling