-99.9%
FCUV vs PTC
+2.4%
-102.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -65.2% | -5.5% | -59.7% | -62.7% |
| 7D | -47.9% | -12.8% | -35.1% | -42.3% |
| 30D | +13.7% | -9.8% | +23.4% | +24.2% |
| 3M | +97.0% | -2.1% | +99.1% | +105.2% |
| 6M | -66.1% | -18.1% | -48.0% | -61.8% |
| YTD | -81.8% | -23.5% | -58.3% | -78.8% |
| 1Y | -93.3% | -37.4% | -55.9% | -91.4% |
| 3Y | -99.2% | -7.2% | -92.0% | -99.2% |
| All | -99.9% | +2.4% | -102.3% | -99.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling