-80.5%
FCUV vs FND
-36.4%
-44.2%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | +1.7% | -15.4% | -15.7% |
| 7D | +62.8% | -5.2% | +68.1% | +72.4% |
| 30D | +66.5% | -19.9% | +86.4% | +103.5% |
| 3M | +459.9% | +2.7% | +457.2% | +463.4% |
| 6M | -12.4% | -21.7% | +9.3% | -5.4% |
| YTD | -47.5% | -17.5% | -30.0% | -42.5% |
| 1Y | -80.5% | -39.3% | -41.2% | -78.7% |
| All | -80.5% | -36.4% | -44.2% | -78.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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