+58.0%
URI vs CYCU
-99.9%
+157.9%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.2% | -3.2% | -4.4% |
| 7D | -4.3% | +1.2% | -5.5% | -4.3% |
| 30D | +4.6% | -31.5% | +36.1% | +4.9% |
| 3M | -2.1% | -62.0% | +59.9% | -1.6% |
| 6M | +21.9% | -67.4% | +89.3% | +23.2% |
| YTD | +39.7% | -88.6% | +128.3% | +44.8% |
| 1Y | +32.9% | -88.5% | +121.4% | +35.8% |
| All | +58.0% | -99.9% | +157.9% | +103.9% |
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