-98.0%
FCUV vs FND
-10.3%
-87.7%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +10.9% | -18.4% | -20.6% |
| 7D | -8.6% | +12.3% | -20.9% | -23.7% |
| 30D | -25.9% | +14.7% | -40.7% | -41.2% |
| 3M | -69.8% | -12.0% | -57.8% | -65.0% |
| 6M | -31.6% | +10.8% | -42.4% | -34.0% |
| YTD | -90.1% | -12.3% | -77.8% | -89.6% |
| 1Y | -98.0% | -13.4% | -84.6% | -97.9% |
| All | -98.0% | -10.3% | -87.7% | -97.9% |
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