-75.3%
FCUV vs GFI
-11.2%
-64.1%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.9% | +3.3% | -2.6% |
| 7D | -72.0% | -5.1% | -66.8% | -73.9% |
| 30D | -8.0% | +13.4% | -21.4% | +4.8% |
| 3M | +66.3% | +36.2% | +30.0% | +170.2% |
| 6M | -75.3% | -9.8% | -65.5% | -61.5% |
| All | -75.3% | -11.2% | -64.1% | -61.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling