+252.2%
UMC vs CYCU
-99.9%
+352.1%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.4% | +6.0% | +4.6% |
| 7D | +5.0% | -8.1% | +13.0% | +5.1% |
| 30D | +7.7% | -43.0% | +50.6% | +8.7% |
| 3M | +1.7% | -50.8% | +52.5% | -4.2% |
| 6M | +113.9% | -74.1% | +188.0% | +102.1% |
| YTD | +168.9% | -84.0% | +252.9% | +155.1% |
| 1Y | +207.2% | -92.2% | +299.4% | +191.2% |
| All | +252.2% | -99.9% | +352.1% | +255.8% |
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