-87.2%
FCUV vs GEN
+228.6%
-315.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -2.2% | -11.5% | -13.3% |
| 7D | +62.8% | -1.2% | +64.0% | +63.3% |
| 30D | +66.5% | +10.1% | +56.4% | +63.6% |
| 3M | +459.9% | +16.1% | +443.9% | +444.7% |
| 6M | -12.4% | +38.9% | -51.2% | -17.2% |
| YTD | -47.5% | +14.4% | -62.0% | -49.2% |
| 1Y | -80.5% | +5.9% | -86.4% | -81.0% |
| 3Y | -97.6% | +58.8% | -156.4% | -97.8% |
| 5Y | -99.5% | +24.7% | -124.2% | -99.6% |
| 10Y | -95.8% | +163.1% | -258.8% | -95.3% |
| All | -87.2% | +228.6% | -315.9% | -84.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling