-95.6%
FCUV vs GRMN
+600.7%
-696.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -65.2% | -0.5% | -64.7% | -65.2% |
| 7D | -47.9% | +0.2% | -48.1% | -47.9% |
| 30D | +13.7% | -11.3% | +25.0% | +14.3% |
| 3M | +97.0% | +17.7% | +79.3% | +89.0% |
| 6M | -66.1% | +14.2% | -80.3% | -67.4% |
| YTD | -81.8% | +37.0% | -118.8% | -82.9% |
| 1Y | -93.3% | +17.0% | -110.3% | -93.6% |
| 3Y | -99.2% | +183.2% | -282.4% | -99.3% |
| 5Y | -99.9% | +77.3% | -177.1% | -99.9% |
| 10Y | -98.5% | +630.9% | -729.4% | -98.3% |
| All | -95.6% | +600.7% | -696.2% | -95.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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