-98.0%
FCUV vs M
+36.6%
-134.5%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +7.6% | -15.1% | -9.7% |
| 7D | -8.6% | +8.3% | -16.8% | -11.0% |
| 30D | -25.9% | +14.2% | -40.1% | -29.5% |
| 3M | -69.8% | -1.1% | -68.7% | -69.5% |
| 6M | -31.6% | +36.6% | -68.2% | -46.7% |
| YTD | -90.1% | +19.8% | -109.9% | -91.3% |
| 1Y | -98.0% | +37.2% | -135.2% | -98.4% |
| All | -98.0% | +36.6% | -134.5% | -98.4% |
Cumulative growth
Daily Returns
Daily percentage return beside M.
Daily Out/Under-Performance
Portfolio return minus M return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × M 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 M 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