-94.7%
FCUV vs NWSA
+3.0%
-97.7%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.2% | +3.1% | +3.5% |
| 7D | -66.5% | -2.8% | -63.7% | -68.6% |
| 30D | +5.0% | +3.0% | +1.9% | +5.0% |
| 3M | +63.8% | +12.3% | +51.5% | +66.9% |
| 6M | -67.8% | +21.9% | -89.7% | -66.3% |
| YTD | -82.4% | +13.6% | -96.0% | -81.1% |
| 1Y | -94.7% | +0.5% | -95.2% | -94.4% |
| All | -94.7% | +3.0% | -97.7% | -94.4% |
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