-98.0%
FCUV vs GFI
+6.9%
-104.9%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +6.3% | -13.9% | -4.5% |
| 7D | -8.6% | +1.4% | -10.0% | -7.8% |
| 30D | -25.9% | +3.0% | -28.9% | -24.6% |
| 3M | -69.8% | +10.2% | -80.0% | -65.9% |
| 6M | -31.6% | -10.1% | -21.6% | -19.8% |
| YTD | -90.1% | -11.4% | -78.7% | -88.7% |
| 1Y | -98.0% | +8.4% | -106.4% | -97.8% |
| All | -98.0% | +6.9% | -104.9% | -97.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 GFI 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