+6.9%
EQX vs FCUV
-98.2%
+105.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -8.4% | +8.4% | -0.1% |
| 7D | +10.8% | -14.0% | +24.8% | +10.7% |
| 30D | -0.9% | -31.2% | +30.3% | -1.2% |
| 3M | +9.5% | -71.3% | +80.8% | +9.2% |
| 6M | -16.8% | -36.9% | +20.1% | -11.9% |
| YTD | -19.3% | -91.0% | +71.6% | -10.8% |
| 1Y | +6.9% | -98.2% | +105.1% | +11.0% |
| All | +6.9% | -98.2% | +105.0% | +11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FCUV.
Daily Out/Under-Performance
Portfolio return minus FCUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCUV 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 1y: compounded portfolio wealth divided by compounded FCUV 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…
1y analysis · Full analysis span regression · 6 months rolling