+119.1%
TER vs CYCU
-99.9%
+219.0%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -1.2% | -5.6% | -6.8% |
| 7D | -19.9% | +1.2% | -21.1% | -19.9% |
| 30D | -43.5% | -31.5% | -12.0% | -42.9% |
| 3M | -37.8% | -62.0% | +24.3% | -36.2% |
| 6M | -25.6% | -67.4% | +41.9% | -29.5% |
| YTD | +29.8% | -88.6% | +118.4% | +25.8% |
| 1Y | +43.2% | -88.5% | +131.7% | +37.3% |
| All | +119.1% | -99.9% | +219.0% | +119.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling