-95.6%
FCUV vs BEN
+4.9%
-100.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -65.2% | -0.2% | -65.0% | -65.2% |
| 7D | -47.9% | +4.7% | -52.6% | -48.7% |
| 30D | +13.7% | +2.6% | +11.0% | +12.6% |
| 3M | +97.0% | +11.5% | +85.5% | +92.4% |
| 6M | -66.1% | +35.3% | -101.4% | -68.9% |
| YTD | -81.8% | +48.6% | -130.4% | -83.6% |
| 1Y | -93.3% | +46.7% | -140.0% | -94.0% |
| 3Y | -99.2% | +57.0% | -156.2% | -99.3% |
| 5Y | -99.9% | +41.8% | -141.7% | -99.9% |
| 10Y | -98.5% | +55.2% | -153.7% | -98.6% |
| All | -95.6% | +4.9% | -100.4% | -98.0% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling