-80.5%
FCUV vs NTR
+43.1%
-123.6%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -1.6% | -12.1% | -14.5% |
| 7D | +62.8% | +8.1% | +54.7% | +70.4% |
| 30D | +66.5% | +18.8% | +47.7% | +81.8% |
| 3M | +459.9% | +16.2% | +443.7% | +491.5% |
| 6M | -12.4% | +9.8% | -22.1% | -6.1% |
| YTD | -47.5% | +30.9% | -78.4% | -45.7% |
| 1Y | -80.5% | +41.8% | -122.3% | -78.3% |
| All | -80.5% | +43.1% | -123.6% | -78.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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