-98.0%
FCUV vs NWSA
+18.2%
-116.2%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +3.7% | -11.2% | -3.4% |
| 7D | -8.6% | +4.3% | -12.8% | -4.0% |
| 30D | -25.9% | +5.6% | -31.5% | -20.9% |
| 3M | -69.8% | +7.3% | -77.1% | -68.8% |
| 6M | -31.6% | +18.8% | -50.5% | -26.5% |
| YTD | -90.1% | +17.9% | -108.0% | -88.8% |
| 1Y | -98.0% | +19.3% | -117.3% | -97.7% |
| All | -98.0% | +18.2% | -116.2% | -97.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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