-99.3%
FCUV vs ALLE
+208.6%
-307.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.5% |
| 7D | +2.4% | +1.6% | +0.8% | +1.9% |
| 30D | -25.9% | +24.1% | -50.0% | -30.5% |
| 3M | -44.8% | +14.8% | -59.6% | -47.0% |
| 6M | -3.5% | +45.9% | -49.3% | -14.5% |
| YTD | -90.7% | +20.7% | -111.5% | -91.3% |
| 1Y | -97.9% | +14.2% | -112.1% | -98.0% |
| 3Y | -99.5% | +90.7% | -190.2% | -99.6% |
| 5Y | -99.9% | +50.6% | -150.4% | -99.9% |
| All | -99.3% | +208.6% | -307.8% | -99.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 10y: compounded portfolio wealth divided by compounded ALLE 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…
10y analysis · Full analysis span regression · 6 months rolling