-99.3%
FCUV vs ALLE
+233.6%
-332.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.8% | -4.4% | -2.4% |
| 7D | -15.4% | -0.6% | -14.8% | -15.3% |
| 30D | -32.9% | +26.6% | -59.5% | -37.4% |
| 3M | -46.2% | +13.2% | -59.3% | -48.2% |
| 6M | -30.0% | +42.9% | -72.9% | -37.5% |
| YTD | -91.4% | +21.0% | -112.4% | -91.9% |
| 1Y | -98.1% | +15.2% | -113.2% | -98.2% |
| 3Y | -99.6% | +95.6% | -195.2% | -99.7% |
| 5Y | -99.9% | +53.4% | -153.3% | -99.9% |
| 10Y | -99.3% | +221.5% | -320.8% | -99.4% |
| All | -99.3% | +233.6% | -332.9% | -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