-98.0%
FCUV vs PPG
+38.5%
-136.4%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +5.0% | -12.5% | -4.1% |
| 7D | -8.6% | +7.5% | -16.0% | -3.7% |
| 30D | -25.9% | +20.9% | -46.8% | -15.3% |
| 3M | -69.8% | +8.7% | -78.5% | -68.9% |
| 6M | -31.6% | +23.8% | -55.5% | -27.8% |
| YTD | -90.1% | +26.5% | -116.6% | -91.7% |
| 1Y | -98.0% | +37.6% | -135.6% | -98.6% |
| All | -98.0% | +38.5% | -136.4% | -98.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PPG.
Daily Out/Under-Performance
Portfolio return minus PPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPG 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 PPG 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