-95.7%
FCUV vs GFI
+1,434.1%
-1,529.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.3% | +4.5% | +3.2% |
| 7D | -66.5% | -4.9% | -61.6% | -66.6% |
| 30D | +5.0% | +10.7% | -5.8% | +5.5% |
| 3M | +63.8% | +25.6% | +38.2% | +67.7% |
| 6M | -67.8% | -8.3% | -59.6% | -67.1% |
| YTD | -82.4% | +6.3% | -88.7% | -82.0% |
| 1Y | -94.7% | +22.1% | -116.8% | -94.6% |
| 3Y | -99.3% | +289.2% | -388.4% | -99.2% |
| 5Y | -99.9% | +531.7% | -631.5% | -99.8% |
| 10Y | -98.6% | +1,043.8% | -1,142.4% | -98.3% |
| All | -95.7% | +1,434.1% | -1,529.8% | -94.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling