-98.6%
FCUV vs BEN
+56.6%
-155.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | 0.0% | +3.3% | +3.3% |
| 7D | -66.5% | -3.1% | -63.4% | -66.0% |
| 30D | +5.0% | +0.2% | +4.8% | +4.9% |
| 3M | +63.8% | +6.8% | +56.9% | +61.0% |
| 6M | -67.8% | +38.1% | -105.9% | -71.6% |
| YTD | -82.4% | +44.3% | -126.8% | -84.7% |
| 1Y | -94.7% | +42.6% | -137.3% | -95.4% |
| 3Y | -99.3% | +52.3% | -151.6% | -99.4% |
| 5Y | -99.9% | +37.6% | -137.5% | -99.9% |
| All | -98.6% | +56.6% | -155.2% | -98.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling