-80.5%
FCUV vs A
+21.7%
-102.2%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | +0.6% | -14.2% | -14.0% |
| 7D | +62.8% | -1.9% | +64.8% | +64.1% |
| 30D | +66.5% | +6.9% | +59.6% | +59.0% |
| 3M | +459.9% | +9.2% | +450.7% | +425.5% |
| 6M | -12.4% | +25.7% | -38.1% | -25.2% |
| YTD | -47.5% | +11.5% | -59.1% | -48.8% |
| 1Y | -80.5% | +18.4% | -98.9% | -81.3% |
| All | -80.5% | +21.7% | -102.2% | -81.3% |
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