-94.3%
FCUV vs PTC
+10.7%
-105.0%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +136.0% | -0.1% | +136.1% | +136.0% |
| 7D | +148.8% | +0.5% | +148.3% | +148.6% |
| 30D | +95.0% | +1.2% | +93.8% | +94.7% |
| 3M | +27.8% | +27.4% | +0.4% | +24.6% |
| 6M | +121.0% | +39.2% | +81.8% | +129.7% |
| YTD | -78.1% | +12.5% | -90.7% | -78.6% |
| 1Y | -94.3% | +12.3% | -106.5% | -94.4% |
| All | -94.3% | +10.7% | -105.0% | -94.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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