+459.9%
FCUV vs DRI
+9.2%
+450.7%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -0.5% | -13.1% | -16.8% |
| 7D | +62.8% | +0.6% | +62.3% | +62.4% |
| 30D | +66.5% | +3.8% | +62.7% | +133.6% |
| 3M | +459.9% | +13.0% | +446.9% | +858.0% |
| All | +459.9% | +9.2% | +450.7% | +858.0% |
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 3mo: 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…
3mo analysis · Full analysis span regression · Available span rolling