-94.7%
FCUV vs EL
+12.6%
-107.4%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.7% | +2.6% | +3.2% |
| 7D | -66.5% | -6.5% | -60.0% | -66.1% |
| 30D | +5.0% | +11.1% | -6.2% | +5.1% |
| 3M | +63.8% | +10.7% | +53.1% | +65.2% |
| 6M | -67.8% | +6.9% | -74.7% | -67.1% |
| YTD | -82.4% | -6.3% | -76.1% | -79.5% |
| 1Y | -94.7% | +13.5% | -108.2% | -93.9% |
| All | -94.7% | +12.6% | -107.4% | -93.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EL.
Daily Out/Under-Performance
Portfolio return minus EL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EL 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 1y: compounded portfolio wealth divided by compounded EL 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…
1y analysis · Full analysis span regression · 6 months rolling