-80.5%
FCUV vs FTV
+21.5%
-102.0%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -1.1% | -12.6% | -13.0% |
| 7D | +62.8% | -4.6% | +67.4% | +67.1% |
| 30D | +66.5% | -7.2% | +73.7% | +72.2% |
| 3M | +459.9% | -7.3% | +467.2% | +463.3% |
| 6M | -12.4% | -1.6% | -10.7% | -13.4% |
| YTD | -47.5% | +3.3% | -50.9% | -47.8% |
| 1Y | -80.5% | +20.2% | -100.7% | -84.3% |
| All | -80.5% | +21.5% | -102.0% | -84.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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