-98.6%
FCUV vs ALLE
+146.0%
-244.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -2.8% | -4.3% | -6.2% |
| 7D | -63.8% | -2.2% | -61.6% | -63.4% |
| 30D | -14.7% | -8.3% | -6.3% | -12.4% |
| 3M | +65.3% | +16.3% | +49.1% | +57.1% |
| 6M | -68.5% | +1.8% | -70.3% | -68.8% |
| YTD | -83.0% | -3.9% | -79.1% | -82.9% |
| 1Y | -94.4% | -10.0% | -84.4% | -94.3% |
| 3Y | -99.3% | +45.8% | -145.1% | -99.4% |
| 5Y | -99.9% | +13.3% | -113.1% | -99.9% |
| 10Y | -98.6% | +155.3% | -253.9% | -98.8% |
| All | -98.6% | +146.0% | -244.6% | -98.8% |
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