-98.6%
FCUV vs DRI
+348.7%
-447.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +0.6% |
| 7D | -72.0% | -4.8% | -67.1% | -71.7% |
| 30D | -8.0% | -5.2% | -2.8% | -7.3% |
| 3M | +66.3% | +2.7% | +63.5% | +65.0% |
| 6M | -75.3% | +3.6% | -78.9% | -75.6% |
| YTD | -83.0% | +15.4% | -98.4% | -83.7% |
| 1Y | -94.7% | +1.3% | -95.9% | -94.7% |
| 3Y | -99.3% | +53.1% | -152.4% | -99.3% |
| 5Y | -99.9% | +64.6% | -164.4% | -99.9% |
| All | -98.6% | +348.7% | -447.3% | -98.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling