-99.8%
FCUV vs FGI
-70.0%
-29.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.9% | -3.5% | -1.7% |
| 7D | -15.4% | -1.4% | -14.0% | -15.4% |
| 30D | -32.9% | -3.2% | -29.6% | -32.8% |
| 3M | -46.2% | +64.1% | -110.3% | -48.7% |
| 6M | -30.0% | +17.2% | -47.2% | -32.7% |
| YTD | -91.4% | +31.6% | -122.9% | -92.0% |
| 1Y | -98.1% | +45.1% | -143.1% | -98.2% |
| 3Y | -99.6% | -2.0% | -97.6% | -99.6% |
| All | -99.8% | -70.0% | -29.8% | -99.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling