-99.3%
FCUV vs DTE
+43.4%
-142.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.3% | +4.6% | +3.5% |
| 7D | -66.5% | -2.6% | -63.9% | -66.4% |
| 30D | +5.0% | -4.4% | +9.4% | +5.5% |
| 3M | +63.8% | -8.3% | +72.1% | +67.0% |
| 6M | -67.8% | -8.1% | -59.8% | -67.3% |
| YTD | -82.4% | +4.4% | -86.8% | -83.1% |
| 1Y | -94.7% | +0.2% | -94.9% | -94.8% |
| 3Y | -99.3% | +42.6% | -141.9% | -99.3% |
| All | -99.3% | +43.4% | -142.7% | -99.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DTE.
Daily Out/Under-Performance
Portfolio return minus DTE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DTE 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 DTE 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