-14.6%
UNH vs CYCU
-99.9%
+85.3%
-60.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.2% | +2.4% | +1.2% |
| 7D | +0.6% | +1.2% | -0.6% | +0.6% |
| 30D | +8.1% | -31.5% | +39.7% | +8.3% |
| 3M | +1.1% | -62.0% | +63.1% | +1.4% |
| 6M | +11.7% | -67.4% | +79.2% | +13.2% |
| YTD | +26.5% | -88.6% | +115.1% | +29.8% |
| 1Y | +27.0% | -88.5% | +115.5% | +29.1% |
| All | -14.6% | -99.9% | +85.3% | -0.4% |
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