-98.1%
FCUV vs FGI
+42.6%
-140.7%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.8% | -2.1% | -2.8% |
| 7D | -13.0% | -7.0% | -6.0% | -12.7% |
| 30D | -36.9% | -4.2% | -32.7% | -36.8% |
| 3M | -65.3% | +55.6% | -120.9% | -67.1% |
| 6M | -32.9% | -3.2% | -29.7% | -34.7% |
| YTD | -91.2% | +29.1% | -120.3% | -92.6% |
| All | -98.1% | +42.6% | -140.7% | -98.5% |
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