-99.7%
FCUV vs BEN
+28.2%
-127.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +136.0% | +0.4% | +135.6% | +135.6% |
| 7D | +148.8% | +6.8% | +142.0% | +135.2% |
| 30D | +95.0% | +18.0% | +77.1% | +67.9% |
| 3M | +27.8% | +7.5% | +20.3% | +19.1% |
| 6M | +121.0% | +14.7% | +106.3% | +97.6% |
| YTD | -78.1% | +56.1% | -134.2% | -85.0% |
| 1Y | -94.3% | +69.6% | -163.8% | -96.3% |
| 3Y | -98.9% | +87.7% | -186.6% | -99.4% |
| All | -99.7% | +28.2% | -127.9% | -99.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling