-99.9%
FCUV vs LII
+19.9%
-119.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.0% | -0.9% | -2.2% |
| 7D | -13.0% | -0.6% | -12.4% | -12.9% |
| 30D | -36.9% | -4.6% | -32.3% | -36.3% |
| 3M | -65.3% | -21.2% | -44.1% | -62.4% |
| 6M | -32.9% | -36.4% | +3.6% | -20.1% |
| YTD | -91.2% | -28.9% | -62.3% | -90.2% |
| 1Y | -98.2% | -29.5% | -68.7% | -98.0% |
| 3Y | -99.6% | -8.6% | -91.0% | -99.6% |
| All | -99.9% | +19.9% | -119.8% | -99.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling