-94.7%
FCUV vs FDS
-28.0%
-66.7%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.8% | +6.3% | +2.5% |
| 7D | -72.0% | -16.0% | -56.0% | -69.5% |
| 30D | -8.0% | -6.7% | -1.3% | -2.0% |
| 3M | +66.3% | +6.0% | +60.3% | +70.4% |
| 6M | -75.3% | +25.1% | -100.4% | -75.8% |
| YTD | -83.0% | -8.1% | -74.8% | -85.7% |
| 1Y | -94.7% | -26.0% | -68.6% | -95.4% |
| All | -94.7% | -28.0% | -66.7% | -95.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FDS.
Daily Out/Under-Performance
Portfolio return minus FDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDS 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 FDS 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