-98.6%
FCUV vs EXPD
+316.4%
-415.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +1.3% | -8.3% | -7.4% |
| 7D | -63.8% | +1.2% | -64.9% | -63.6% |
| 30D | -14.7% | +5.2% | -19.9% | -15.4% |
| 3M | +65.3% | +13.2% | +52.1% | +60.8% |
| 6M | -68.5% | +30.3% | -98.8% | -70.5% |
| YTD | -83.0% | +27.0% | -110.1% | -84.1% |
| 1Y | -94.4% | +57.3% | -151.7% | -95.1% |
| 3Y | -99.3% | +70.0% | -169.3% | -99.4% |
| 5Y | -99.9% | +61.6% | -161.5% | -99.9% |
| 10Y | -98.6% | +321.1% | -419.7% | -99.3% |
| All | -98.6% | +316.4% | -415.0% | -99.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 10y: compounded portfolio wealth divided by compounded EXPD 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…
10y analysis · Full analysis span regression · 6 months rolling