+122.0%
SMH vs CYCU
-99.9%
+221.9%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.4% | +4.0% | +2.6% |
| 7D | +2.5% | -8.1% | +10.6% | +2.6% |
| 30D | -0.5% | -43.0% | +42.5% | +0.3% |
| 3M | -9.6% | -50.8% | +41.2% | -12.0% |
| 6M | +42.1% | -74.1% | +116.2% | +39.7% |
| YTD | +57.4% | -84.0% | +141.4% | +56.9% |
| 1Y | +96.2% | -92.2% | +188.4% | +91.5% |
| All | +122.0% | -99.9% | +221.9% | +156.4% |
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