-80.5%
FCUV vs FGI
+81.8%
-162.3%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | +7.5% | -21.2% | -13.9% |
| 7D | +62.8% | +0.5% | +62.3% | +62.7% |
| 30D | +66.5% | +65.4% | +1.1% | +60.3% |
| 3M | +459.9% | +23.5% | +436.4% | +443.8% |
| 6M | -12.4% | +60.5% | -72.9% | -19.0% |
| YTD | -47.5% | +30.0% | -77.5% | -51.1% |
| 1Y | -80.5% | +82.1% | -162.6% | -81.1% |
| All | -80.5% | +81.8% | -162.3% | -81.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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