-99.9%
FCUV vs ALLY
-6.7%
-93.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.9% | -2.6% | -2.1% |
| 7D | -15.4% | -0.2% | -15.2% | -15.5% |
| 30D | -32.9% | +3.4% | -36.3% | -34.2% |
| 3M | -46.2% | -11.1% | -35.1% | -41.4% |
| 6M | -30.0% | -11.5% | -18.5% | -23.5% |
| YTD | -91.4% | -12.3% | -79.0% | -90.5% |
| 1Y | -98.1% | +1.1% | -99.2% | -98.0% |
| 3Y | -99.6% | +64.8% | -164.4% | -99.7% |
| 5Y | -99.9% | -6.9% | -93.0% | -99.9% |
| All | -99.9% | -6.7% | -93.2% | -99.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling