-97.8%
FCUV vs ALK
-17.7%
-80.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.4% | +5.0% | +4.7% |
| 7D | -15.3% | +12.9% | -28.3% | -16.9% |
| 30D | -29.7% | +5.5% | -35.3% | -30.4% |
| 3M | -54.5% | -12.1% | -42.4% | -53.6% |
| 6M | -26.7% | +1.7% | -28.5% | -26.6% |
| YTD | -91.0% | -17.4% | -73.5% | -90.7% |
| 1Y | -98.0% | -1.9% | -96.1% | -98.0% |
| 3Y | -99.5% | +21.2% | -120.8% | -99.6% |
| 5Y | -99.9% | -27.8% | -72.1% | -99.9% |
| 10Y | -99.3% | -41.0% | -58.2% | -99.3% |
| All | -97.8% | -17.7% | -80.1% | -97.7% |
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