-99.0%
FCUV vs FGI
-70.4%
-28.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +59.0% |
| 3M | +459.9% | +23.5% | +436.4% | +439.4% |
| 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% | -82.4% |
| 3Y | -97.6% | -4.4% | -93.3% | -97.9% |
| All | -99.0% | -70.4% | -28.7% | -99.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling