-98.0%
FCUV vs DRI
+34.0%
-132.0%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +5.1% | -12.6% | +0.3% |
| 7D | -8.6% | +6.5% | -15.1% | +1.3% |
| 30D | -25.9% | +16.4% | -42.3% | -5.5% |
| 3M | -69.8% | +13.6% | -83.5% | -64.0% |
| 6M | -31.6% | +22.0% | -53.6% | -16.1% |
| YTD | -90.1% | +29.3% | -119.4% | -90.1% |
| 1Y | -98.0% | +32.0% | -130.0% | -97.9% |
| All | -98.0% | +34.0% | -132.0% | -97.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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