-98.0%
FCUV vs AGI
-1.1%
-96.9%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +10.8% | -18.3% | -4.6% |
| 7D | -8.6% | -5.3% | -3.3% | -9.3% |
| 30D | -25.9% | -7.1% | -18.8% | -26.9% |
| 3M | -69.8% | +4.4% | -74.2% | -68.0% |
| 6M | -31.6% | -23.0% | -8.6% | -24.0% |
| YTD | -90.1% | -22.0% | -68.1% | -89.3% |
| 1Y | -98.0% | +0.3% | -98.3% | -97.7% |
| All | -98.0% | -1.1% | -96.9% | -97.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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