-98.0%
FCUV vs BEN
+56.2%
-154.2%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +4.7% | -12.2% | -12.3% |
| 7D | -8.6% | +6.7% | -15.3% | -15.1% |
| 30D | -25.9% | +3.0% | -28.9% | -28.5% |
| 3M | -69.8% | -4.3% | -65.5% | -68.0% |
| 6M | -31.6% | +16.4% | -48.0% | -30.4% |
| YTD | -90.1% | +46.8% | -136.9% | -90.0% |
| 1Y | -98.0% | +57.3% | -155.3% | -98.2% |
| All | -98.0% | +56.2% | -154.2% | -98.2% |
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