-99.9%
FCUV vs FND
-62.8%
-37.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +1.9% | +1.2% |
| 7D | -72.0% | -5.1% | -66.9% | -70.0% |
| 30D | -8.0% | -22.5% | +14.5% | +8.5% |
| 3M | +66.3% | -5.0% | +71.3% | +79.0% |
| 6M | -75.3% | -21.5% | -53.8% | -72.0% |
| YTD | -83.0% | -23.0% | -59.9% | -80.5% |
| 1Y | -94.7% | -44.9% | -49.8% | -93.3% |
| 3Y | -99.3% | -50.0% | -49.3% | -99.1% |
| 5Y | -99.9% | -63.3% | -36.5% | -99.8% |
| All | -99.9% | -62.8% | -37.0% | -99.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling