-98.0%
FCUV vs EVRG
+15.1%
-113.1%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +0.9% | -8.4% | -6.4% |
| 7D | -8.6% | +2.3% | -10.9% | -5.9% |
| 30D | -25.9% | +9.0% | -34.9% | -17.7% |
| 3M | -69.8% | +3.7% | -73.5% | -67.5% |
| 6M | -31.6% | +6.8% | -38.4% | -21.6% |
| YTD | -90.1% | +21.9% | -112.1% | -89.0% |
| 1Y | -98.0% | +15.8% | -113.8% | -97.6% |
| All | -98.0% | +15.1% | -113.1% | -97.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 EVRG 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