-94.7%
FCUV vs BEN
+45.3%
-140.1%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | 0.0% | +3.3% | +3.3% |
| 7D | -66.5% | -3.1% | -63.4% | -65.3% |
| 30D | +5.0% | +0.2% | +4.8% | +4.7% |
| 3M | +63.8% | +6.8% | +56.9% | +69.4% |
| 6M | -67.8% | +38.1% | -105.9% | -62.5% |
| YTD | -82.4% | +44.3% | -126.8% | -78.5% |
| 1Y | -94.7% | +42.6% | -137.3% | -94.5% |
| All | -94.7% | +45.3% | -140.1% | -94.5% |
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