+14.3%
TROW vs CYCU
-99.9%
+114.2%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -1.2% | +7.1% | +6.0% |
| 7D | +8.2% | +1.2% | +7.0% | +8.2% |
| 30D | +8.3% | -31.5% | +39.8% | +8.5% |
| 3M | -1.6% | -62.0% | +60.5% | -1.2% |
| 6M | +11.9% | -67.4% | +79.3% | +13.2% |
| YTD | +14.3% | -88.6% | +102.9% | +17.4% |
| 1Y | +17.0% | -88.5% | +105.5% | +19.7% |
| All | +14.3% | -99.9% | +114.2% | +21.3% |
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