-99.3%
FCUV vs FND
-50.3%
-49.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.0% | +2.3% | +2.6% |
| 7D | -66.5% | -5.8% | -60.7% | -63.4% |
| 30D | +5.0% | -20.2% | +25.2% | +24.7% |
| 3M | +63.8% | -12.0% | +75.8% | +83.6% |
| 6M | -67.8% | -18.5% | -49.3% | -63.7% |
| YTD | -82.4% | -22.3% | -60.2% | -79.8% |
| 1Y | -94.7% | -47.6% | -47.1% | -93.6% |
| 3Y | -99.3% | -49.8% | -49.5% | -99.1% |
| All | -99.3% | -50.3% | -49.0% | -99.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling