-98.6%
FCUV vs GEN
+159.8%
-258.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.0% | +2.3% | +3.0% |
| 7D | -66.5% | -1.3% | -65.2% | -65.9% |
| 30D | +5.0% | +6.1% | -1.1% | +5.0% |
| 3M | +63.8% | +27.0% | +36.8% | +56.2% |
| 6M | -67.8% | +43.9% | -111.7% | -70.3% |
| YTD | -82.4% | +13.0% | -95.4% | -82.9% |
| 1Y | -94.7% | +4.0% | -98.8% | -94.8% |
| 3Y | -99.3% | +66.2% | -165.4% | -99.3% |
| 5Y | -99.9% | +23.2% | -123.0% | -99.9% |
| All | -98.6% | +159.8% | -258.4% | -98.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling