-80.5%
FCUV vs ESTC
+7.3%
-87.8%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ESTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -4.5% | -9.2% | -12.0% |
| 7D | +62.8% | -8.1% | +70.9% | +67.7% |
| 30D | +66.5% | +31.7% | +34.8% | +43.4% |
| 3M | +459.9% | +41.1% | +418.9% | +366.6% |
| 6M | -12.4% | +77.1% | -89.4% | -29.0% |
| YTD | -47.5% | +21.7% | -69.2% | -59.3% |
| 1Y | -80.5% | +8.4% | -88.9% | -84.5% |
| All | -80.5% | +7.3% | -87.8% | -84.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ESTC.
Daily Out/Under-Performance
Portfolio return minus ESTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESTC 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 ESTC 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