-99.3%
FCUV vs GEN
+57.6%
-156.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.2% | -6.9% | -6.9% |
| 7D | -63.8% | -2.9% | -60.8% | -62.0% |
| 30D | -14.7% | +2.1% | -16.7% | -12.7% |
| 3M | +65.3% | +19.7% | +45.6% | +55.4% |
| 6M | -68.5% | +33.3% | -101.8% | -72.1% |
| YTD | -83.0% | +11.1% | -94.2% | -84.0% |
| 1Y | -94.4% | +3.0% | -97.4% | -94.6% |
| All | -99.3% | +57.6% | -156.9% | -99.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling