-99.9%
FCUV vs ARWR
+25.7%
-125.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -2.9% | -4.1% | -6.8% |
| 7D | -63.8% | -3.2% | -60.5% | -63.6% |
| 30D | -14.7% | -6.5% | -8.2% | -14.1% |
| 3M | +65.3% | +12.7% | +52.6% | +60.6% |
| 6M | -68.5% | +36.2% | -104.7% | -71.0% |
| YTD | -83.0% | +24.5% | -107.5% | -84.1% |
| 1Y | -94.4% | +198.0% | -292.4% | -95.7% |
| 3Y | -99.3% | +176.4% | -275.6% | -99.5% |
| 5Y | -99.9% | +26.6% | -126.4% | -99.9% |
| All | -99.9% | +25.7% | -125.5% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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