-98.5%
FCUV vs FND
+58.4%
-156.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -65.2% | -4.6% | -60.6% | -63.6% |
| 7D | -47.9% | +0.4% | -48.3% | -46.4% |
| 30D | +13.7% | -23.6% | +37.2% | +26.9% |
| 3M | +97.0% | +4.3% | +92.7% | +101.7% |
| 6M | -66.1% | -20.3% | -45.8% | -63.2% |
| YTD | -81.8% | -21.3% | -60.5% | -80.1% |
| 1Y | -93.3% | -45.4% | -47.9% | -92.1% |
| 3Y | -99.2% | -48.9% | -50.3% | -99.1% |
| 5Y | -99.9% | -61.0% | -38.8% | -99.8% |
| All | -98.5% | +58.4% | -156.9% | -99.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling