-80.5%
FCUV vs NTRS
+47.2%
-127.7%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | 0.0% | -13.7% | -13.7% |
| 7D | +62.8% | +0.4% | +62.4% | +62.6% |
| 30D | +66.5% | +1.7% | +64.8% | +64.6% |
| 3M | +459.9% | +8.9% | +451.1% | +422.5% |
| 6M | -12.4% | +30.6% | -43.0% | -31.8% |
| YTD | -47.5% | +38.7% | -86.2% | -62.3% |
| 1Y | -80.5% | +48.1% | -128.6% | -87.0% |
| All | -80.5% | +47.2% | -127.7% | -87.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRS.
Daily Out/Under-Performance
Portfolio return minus NTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRS 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 NTRS 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