+35.0%
IWD vs CYCU
-99.9%
+134.9%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.7% | -0.7% |
| 7D | -0.3% | -8.1% | +7.8% | -0.3% |
| 30D | +0.6% | -43.0% | +43.6% | +0.7% |
| 3M | +7.2% | -50.8% | +58.1% | +7.5% |
| 6M | +16.2% | -74.1% | +90.3% | +16.9% |
| YTD | +23.3% | -84.0% | +107.3% | +24.5% |
| 1Y | +29.6% | -92.2% | +121.8% | +29.7% |
| All | +35.0% | -99.9% | +134.9% | +41.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling