-99.3%
FCUV vs NWSA
+43.0%
-142.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.2% | +0.4% |
| 7D | -72.0% | -4.8% | -67.2% | -72.1% |
| 30D | -8.0% | +3.0% | -11.0% | -7.4% |
| 3M | +66.3% | +9.3% | +57.0% | +64.0% |
| 6M | -75.3% | +23.2% | -98.5% | -76.9% |
| YTD | -83.0% | +13.3% | -96.3% | -83.4% |
| 1Y | -94.7% | +2.9% | -97.5% | -94.5% |
| All | -99.3% | +43.0% | -142.3% | -99.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling