-98.0%
FCUV vs FTV
+37.8%
-135.8%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +2.3% | -9.8% | -8.7% |
| 7D | -8.6% | +6.6% | -15.2% | -11.7% |
| 30D | -25.9% | +19.1% | -45.0% | -32.9% |
| 3M | -69.8% | +13.1% | -82.9% | -72.0% |
| 6M | -31.6% | +14.0% | -45.6% | -38.1% |
| YTD | -90.1% | +24.2% | -114.3% | -91.0% |
| 1Y | -98.0% | +36.4% | -134.3% | -98.6% |
| All | -98.0% | +37.8% | -135.8% | -98.6% |
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