+8.8%
WAT vs CYCU
-99.9%
+108.7%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.4% | +0.4% | -1.0% |
| 7D | -1.3% | -8.1% | +6.8% | -1.3% |
| 30D | +2.3% | -43.0% | +45.3% | +2.4% |
| 3M | +8.7% | -50.8% | +59.6% | +8.4% |
| 6M | +28.3% | -74.1% | +102.4% | +27.7% |
| YTD | +7.8% | -84.0% | +91.7% | +7.0% |
| 1Y | +36.6% | -92.2% | +128.8% | +33.8% |
| All | +8.8% | -99.9% | +108.7% | +10.4% |
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 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