-98.0%
FCUV vs MDY
+17.5%
-115.5%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +0.6% | -8.1% | -7.5% |
| 7D | -8.6% | +1.7% | -10.3% | -8.6% |
| 30D | -25.9% | +1.2% | -27.1% | -25.9% |
| 3M | -69.8% | -3.5% | -66.3% | -70.1% |
| 6M | -31.6% | +3.5% | -35.2% | -37.7% |
| YTD | -90.1% | +13.6% | -103.7% | -92.1% |
| 1Y | -98.0% | +17.1% | -115.0% | -98.5% |
| All | -98.0% | +17.5% | -115.5% | -98.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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