-80.5%
FCUV vs DRI
+6.9%
-87.5%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -0.5% | -13.1% | -14.5% |
| 7D | +62.8% | +0.6% | +62.3% | +62.9% |
| 30D | +66.5% | +3.8% | +62.7% | +80.8% |
| 3M | +459.9% | +13.0% | +446.9% | +543.2% |
| 6M | -12.4% | +8.3% | -20.7% | +1.1% |
| YTD | -47.5% | +20.6% | -68.1% | -44.3% |
| 1Y | -80.5% | +6.5% | -87.0% | -78.4% |
| All | -80.5% | +6.9% | -87.5% | -78.4% |
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