-99.3%
FCUV vs ALLY
+182.8%
-282.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -2.2% | +6.9% | +5.1% |
| 7D | -15.3% | -0.7% | -14.7% | -15.3% |
| 30D | -29.7% | +1.1% | -30.9% | -30.0% |
| 3M | -54.5% | -13.2% | -41.3% | -52.6% |
| 6M | -26.7% | -13.5% | -13.3% | -23.5% |
| YTD | -91.0% | -14.3% | -76.7% | -90.5% |
| 1Y | -98.0% | -1.1% | -96.9% | -98.0% |
| 3Y | -99.5% | +62.0% | -161.6% | -99.6% |
| 5Y | -99.9% | -9.6% | -90.2% | -99.9% |
| 10Y | -99.3% | +176.0% | -275.2% | -99.2% |
| All | -99.3% | +182.8% | -282.1% | -99.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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