+28.2%
PH vs CYCU
-92.3%
+120.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.2% | -0.2% |
| 7D | -3.1% | -8.1% | +5.0% | -3.1% |
| 30D | -3.2% | -43.0% | +39.7% | -3.2% |
| 3M | +10.6% | -50.8% | +61.4% | +10.0% |
| 6M | -2.1% | -74.1% | +72.0% | -2.6% |
| YTD | +10.2% | -84.0% | +94.2% | +9.7% |
| 1Y | +28.2% | -92.2% | +120.4% | +28.1% |
| All | +28.2% | -92.3% | +120.5% | +28.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling