+172.4%
UMC vs CYCU
-99.9%
+272.3%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.9% | -2.0% |
| 7D | -14.7% | +1.2% | -15.9% | -14.7% |
| 30D | -32.9% | -31.5% | -1.3% | -32.3% |
| 3M | -22.2% | -62.0% | +39.9% | -20.9% |
| 6M | +25.9% | -67.4% | +93.3% | +19.3% |
| YTD | +107.9% | -88.6% | +196.5% | +98.4% |
| 1Y | +115.0% | -88.5% | +203.5% | +104.8% |
| All | +172.4% | -99.9% | +272.3% | +176.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling