-99.3%
FCUV vs PTC
-10.6%
-88.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -3.3% | -3.7% | -5.7% |
| 7D | -63.8% | -13.6% | -50.2% | -60.2% |
| 30D | -14.7% | -14.7% | 0.0% | -6.4% |
| 3M | +65.3% | -5.9% | +71.2% | +77.7% |
| 6M | -68.5% | -21.1% | -47.4% | -63.7% |
| YTD | -83.0% | -26.0% | -57.0% | -79.9% |
| 1Y | -94.4% | -36.8% | -57.6% | -92.9% |
| All | -99.3% | -10.6% | -88.7% | -99.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling