-99.2%
FCUV vs ALLE
+49.7%
-148.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -65.2% | -0.7% | -64.6% | -65.0% |
| 7D | -47.9% | +2.8% | -50.7% | -48.1% |
| 30D | +13.7% | -7.6% | +21.3% | +16.5% |
| 3M | +97.0% | +22.8% | +74.2% | +80.3% |
| 6M | -66.1% | +4.6% | -70.7% | -66.6% |
| YTD | -81.8% | -1.2% | -80.5% | -81.6% |
| 1Y | -93.3% | -9.1% | -84.1% | -92.9% |
| 3Y | -99.2% | +50.0% | -149.2% | -99.4% |
| All | -99.2% | +49.7% | -148.9% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling