+211.5%
TER vs CYCU
-99.9%
+311.4%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -1.4% | +6.8% | +5.5% |
| 7D | +0.6% | -8.1% | +8.6% | +0.8% |
| 30D | -8.3% | -43.0% | +34.7% | -7.0% |
| 3M | -12.2% | -50.8% | +38.6% | -17.7% |
| 6M | +17.0% | -74.1% | +91.1% | +11.0% |
| YTD | +84.6% | -84.0% | +168.6% | +77.3% |
| 1Y | +199.8% | -92.2% | +292.0% | +180.6% |
| All | +211.5% | -99.9% | +311.4% | +209.7% |
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