-99.7%
FCUV vs FGI
-69.8%
-29.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -65.2% | +1.9% | -67.1% | -65.3% |
| 7D | -47.9% | +5.2% | -53.1% | -48.1% |
| 30D | +13.7% | +65.2% | -51.6% | +8.4% |
| 3M | +97.0% | +30.2% | +66.8% | +89.1% |
| 6M | -66.1% | +87.8% | -153.9% | -68.9% |
| YTD | -81.8% | +32.5% | -114.2% | -83.0% |
| 1Y | -93.3% | +93.6% | -186.9% | -94.0% |
| 3Y | -99.2% | -2.6% | -96.6% | -99.3% |
| All | -99.7% | -69.8% | -29.9% | -99.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling