-99.9%
FCUV vs DAR
-8.0%
-91.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +0.6% | -7.6% | -7.2% |
| 7D | -63.8% | -0.2% | -63.6% | -64.3% |
| 30D | -14.7% | +7.4% | -22.1% | -17.6% |
| 3M | +65.3% | +15.7% | +49.6% | +56.3% |
| 6M | -68.5% | +30.0% | -98.5% | -71.4% |
| YTD | -83.0% | +87.5% | -170.6% | -86.2% |
| 1Y | -94.4% | +113.4% | -207.8% | -95.7% |
| 3Y | -99.3% | +15.3% | -114.6% | -99.3% |
| 5Y | -99.9% | -4.3% | -95.5% | -99.9% |
| All | -99.9% | -8.0% | -91.9% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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