-98.0%
FCUV vs NTR
+36.7%
-134.7%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +4.0% | -11.5% | -5.1% |
| 7D | -8.6% | +4.3% | -12.9% | -6.0% |
| 30D | -25.9% | +2.6% | -28.5% | -24.5% |
| 3M | -69.8% | +8.5% | -78.3% | -68.0% |
| 6M | -31.6% | -3.3% | -28.3% | -26.3% |
| YTD | -90.1% | +19.6% | -109.7% | -91.1% |
| 1Y | -98.0% | +37.6% | -135.6% | -98.3% |
| All | -98.0% | +36.7% | -134.7% | -98.3% |
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