-99.9%
FCUV vs ARMK
+146.8%
-246.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -1.2% | -5.9% | -6.6% |
| 7D | -63.8% | +0.3% | -64.1% | -64.1% |
| 30D | -14.7% | +2.4% | -17.0% | -16.6% |
| 3M | +65.3% | +6.1% | +59.3% | +59.0% |
| 6M | -68.5% | +41.8% | -110.2% | -73.8% |
| YTD | -83.0% | +55.5% | -138.6% | -86.6% |
| 1Y | -94.4% | +49.6% | -144.0% | -95.5% |
| 3Y | -99.3% | +122.8% | -222.0% | -99.5% |
| 5Y | -99.9% | +151.0% | -250.9% | -99.9% |
| All | -99.9% | +146.8% | -246.7% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ARMK.
Daily Out/Under-Performance
Portfolio return minus ARMK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARMK 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 ARMK 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