-94.7%
FCUV vs BEN
+10.1%
-104.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +136.0% | +0.4% | +135.6% | +135.9% |
| 7D | +148.8% | +6.8% | +142.0% | +143.8% |
| 30D | +95.0% | +18.0% | +77.1% | +84.8% |
| 3M | +27.8% | +7.5% | +20.3% | +24.7% |
| 6M | +121.0% | +14.7% | +106.3% | +112.9% |
| YTD | -78.1% | +56.1% | -134.2% | -80.7% |
| 1Y | -94.3% | +69.6% | -163.8% | -95.0% |
| 3Y | -98.9% | +87.7% | -186.6% | -99.1% |
| 5Y | -99.7% | +28.6% | -128.3% | -99.7% |
| 10Y | -98.2% | +59.8% | -158.0% | -98.4% |
| All | -94.7% | +10.1% | -104.8% | -97.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling