-98.2%
FCUV vs EQH
+12.7%
-111.0%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -5.7% | -2.7% | -11.9% |
| 7D | -14.0% | -3.1% | -10.8% | -15.7% |
| 30D | -31.2% | -2.9% | -28.3% | -32.3% |
| 3M | -71.3% | +3.1% | -74.4% | -71.6% |
| 6M | -36.9% | +21.8% | -58.6% | -36.0% |
| YTD | -91.0% | +13.3% | -104.3% | -88.7% |
| 1Y | -98.2% | +20.1% | -118.4% | -97.9% |
| All | -98.2% | +12.7% | -111.0% | -97.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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