-99.8%
FCUV vs DKS
+13.6%
-113.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.4% | +1.8% | +3.1% |
| 7D | -66.5% | -3.0% | -63.5% | -66.0% |
| 30D | +5.0% | -33.4% | +38.3% | +9.5% |
| 3M | +63.8% | -39.4% | +103.2% | +74.3% |
| 6M | -67.8% | -30.1% | -37.7% | -67.3% |
| YTD | -82.4% | -31.0% | -51.4% | -82.1% |
| 1Y | -94.7% | -40.2% | -54.6% | -94.4% |
| 3Y | -99.3% | +30.9% | -130.2% | -99.4% |
| All | -99.8% | +13.6% | -113.5% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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