-98.0%
FCUV vs A
+24.4%
-122.4%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +1.0% | -8.5% | -8.0% |
| 7D | -8.6% | -2.4% | -6.2% | -7.5% |
| 30D | -25.9% | +3.6% | -29.5% | -27.4% |
| 3M | -69.8% | +27.5% | -97.3% | -73.1% |
| 6M | -31.6% | +58.5% | -90.1% | -48.3% |
| YTD | -90.1% | +31.2% | -121.3% | -91.0% |
| 1Y | -98.0% | +22.2% | -120.2% | -98.0% |
| All | -98.0% | +24.4% | -122.4% | -98.0% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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