-80.5%
FCUV vs DGX
+33.7%
-114.2%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -0.9% | -12.7% | -13.7% |
| 7D | +62.8% | -2.3% | +65.2% | +62.2% |
| 30D | +66.5% | +0.6% | +66.0% | +66.5% |
| 3M | +459.9% | +21.4% | +438.5% | +401.4% |
| 6M | -12.4% | +14.7% | -27.1% | -22.9% |
| YTD | -47.5% | +38.4% | -86.0% | -52.4% |
| 1Y | -80.5% | +34.0% | -114.5% | -80.6% |
| All | -80.5% | +33.7% | -114.2% | -80.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 DGX 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