-99.8%
FCUV vs EAT
+313.1%
-412.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.0% | +4.3% | +3.5% |
| 7D | -66.5% | -7.7% | -58.8% | -65.1% |
| 30D | +5.0% | -13.6% | +18.6% | +10.6% |
| 3M | +63.8% | +33.9% | +29.9% | +55.6% |
| 6M | -67.8% | +47.2% | -115.0% | -70.2% |
| YTD | -82.4% | +48.1% | -130.5% | -83.8% |
| 1Y | -94.7% | +33.7% | -128.4% | -95.1% |
| 3Y | -99.3% | +595.8% | -695.0% | -99.6% |
| All | -99.8% | +313.1% | -412.9% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 5y: compounded portfolio wealth divided by compounded EAT 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…
5y analysis · Full analysis span regression · 6 months rolling