-94.3%
FCUV vs FDS
+25.7%
-119.9%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +136.0% | +0.3% | +135.7% | +135.9% |
| 7D | +148.8% | +1.5% | +147.3% | +147.6% |
| 30D | +95.0% | +14.8% | +80.2% | +82.3% |
| 3M | +27.8% | +16.3% | +11.5% | +24.4% |
| 6M | +121.0% | +66.2% | +54.7% | +68.1% |
| YTD | -78.1% | +16.2% | -94.4% | -82.7% |
| 1Y | -94.3% | +21.8% | -116.1% | -95.4% |
| All | -94.3% | +25.7% | -119.9% | -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