-80.5%
FCUV vs EXR
+1.1%
-81.6%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -1.2% | -12.4% | -14.1% |
| 7D | +62.8% | -2.6% | +65.4% | +61.0% |
| 30D | +66.5% | -7.2% | +73.7% | +61.9% |
| 3M | +459.9% | -3.5% | +463.4% | +449.9% |
| 6M | -12.4% | -5.3% | -7.1% | -10.5% |
| YTD | -47.5% | +9.4% | -56.9% | -47.1% |
| 1Y | -80.5% | +1.3% | -81.8% | -79.4% |
| All | -80.5% | +1.1% | -81.6% | -79.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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