-35.9%
TRI vs CYCU
-99.9%
+64.0%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.4% | -4.0% | -5.5% |
| 7D | -0.5% | -8.1% | +7.5% | -0.6% |
| 30D | +7.9% | -43.0% | +50.8% | +7.3% |
| 3M | +24.1% | -50.8% | +74.9% | +31.0% |
| 6M | +3.8% | -74.1% | +77.9% | +9.8% |
| YTD | -16.9% | -84.0% | +67.1% | -12.0% |
| 1Y | -38.4% | -92.2% | +53.8% | -34.5% |
| All | -35.9% | -99.9% | +64.0% | -34.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling