-99.3%
FCUV vs DRI
+54.2%
-153.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -1.6% | -5.4% | -7.5% |
| 7D | -63.8% | -4.8% | -58.9% | -64.7% |
| 30D | -14.7% | -3.9% | -10.8% | -16.5% |
| 3M | +65.3% | +5.1% | +60.2% | +64.2% |
| 6M | -68.5% | +5.5% | -74.0% | -68.8% |
| YTD | -83.0% | +16.5% | -99.5% | -84.1% |
| 1Y | -94.4% | +2.0% | -96.4% | -94.5% |
| All | -99.3% | +54.2% | -153.4% | -99.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling