-99.9%
FCUV vs ARWR
-36.7%
-63.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.5% | +5.1% | +4.7% |
| 7D | -15.3% | -17.7% | +2.4% | -14.4% |
| 30D | -29.7% | -21.9% | -7.8% | -28.8% |
| 3M | -54.5% | -44.5% | -10.0% | -53.0% |
| 6M | -26.7% | -32.6% | +5.8% | -27.3% |
| YTD | -91.0% | -26.2% | -64.8% | -91.3% |
| 1Y | -98.0% | +23.0% | -121.0% | -98.3% |
| 3Y | -99.5% | +81.8% | -181.3% | -99.7% |
| All | -99.9% | -36.7% | -63.1% | -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