-80.5%
FCUV vs BEN
+42.6%
-123.1%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | +3.5% | -17.2% | -16.7% |
| 7D | +62.8% | +0.2% | +62.6% | +61.7% |
| 30D | +66.5% | -0.5% | +67.0% | +68.0% |
| 3M | +459.9% | +9.7% | +450.2% | +458.3% |
| 6M | -12.4% | +33.9% | -46.3% | +1.6% |
| YTD | -47.5% | +49.0% | -96.5% | -37.7% |
| 1Y | -80.5% | +42.1% | -122.6% | -78.2% |
| All | -80.5% | +42.6% | -123.1% | -78.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 1y: compounded portfolio wealth divided by compounded BEN 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…
1y analysis · Full analysis span regression · 6 months rolling