-94.4%
FCUV vs LII
-33.3%
-61.1%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -2.4% | -4.6% | -6.6% |
| 7D | -63.8% | +0.5% | -64.2% | -63.5% |
| 30D | -14.7% | -11.2% | -3.5% | -13.0% |
| 3M | +65.3% | -28.8% | +94.1% | +81.8% |
| 6M | -68.5% | -26.9% | -41.6% | -65.2% |
| YTD | -83.0% | -22.2% | -60.8% | -82.1% |
| 1Y | -94.4% | -32.0% | -62.5% | -93.7% |
| All | -94.4% | -33.3% | -61.1% | -93.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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