-87.2%
FCUV vs ALK
-16.7%
-70.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | +1.5% | -15.2% | -13.9% |
| 7D | +62.8% | -0.7% | +63.5% | +63.0% |
| 30D | +66.5% | -19.2% | +85.7% | +71.1% |
| 3M | +459.9% | -1.5% | +461.5% | +460.9% |
| 6M | -12.4% | -13.1% | +0.7% | -11.4% |
| YTD | -47.5% | -16.4% | -31.1% | -46.5% |
| 1Y | -80.5% | -33.1% | -47.4% | -79.7% |
| 3Y | -97.6% | +0.6% | -98.3% | -97.7% |
| 5Y | -99.5% | -26.4% | -73.2% | -99.5% |
| 10Y | -95.8% | -34.2% | -61.6% | -95.7% |
| All | -87.2% | -16.7% | -70.5% | -86.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 all: compounded portfolio wealth divided by compounded ALK 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…
all analysis · Full analysis span regression · 6 months rolling