+211.6%
TER vs CYCU
-99.9%
+311.5%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.4% | +6.9% | +5.5% |
| 7D | +0.6% | -8.1% | +8.7% | +0.8% |
| 30D | -8.3% | -43.0% | +34.7% | -7.0% |
| 3M | -12.2% | -50.8% | +38.6% | -17.7% |
| 6M | +17.1% | -74.1% | +91.2% | +11.1% |
| YTD | +84.7% | -84.0% | +168.6% | +77.4% |
| 1Y | +199.9% | -92.2% | +292.1% | +180.7% |
| All | +211.6% | -99.9% | +311.5% | +209.8% |
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 2021-09-04 to 2026-09-04: 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling