-95.9%
FCUV vs INDA
+74.3%
-170.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.9% | -6.2% | -6.9% |
| 7D | -63.8% | -2.6% | -61.2% | -63.4% |
| 30D | -14.7% | -2.9% | -11.7% | -13.6% |
| 3M | +65.3% | +2.4% | +62.9% | +65.2% |
| 6M | -68.5% | -2.6% | -65.9% | -68.2% |
| YTD | -83.0% | -10.0% | -73.1% | -82.6% |
| 1Y | -94.4% | -7.7% | -86.8% | -94.3% |
| 3Y | -99.3% | +8.9% | -108.2% | -99.3% |
| 5Y | -99.9% | +6.0% | -105.8% | -99.9% |
| 10Y | -98.6% | +84.4% | -183.0% | -98.7% |
| All | -95.9% | +74.3% | -170.2% | -95.9% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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