-87.2%
FCUV vs PTC
+283.6%
-370.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -6.0% | -7.6% | -12.3% |
| 7D | +62.8% | -10.3% | +73.1% | +66.8% |
| 30D | +66.5% | +1.1% | +65.4% | +65.5% |
| 3M | +459.9% | +1.6% | +458.3% | +452.6% |
| 6M | -12.4% | -13.5% | +1.1% | -10.4% |
| YTD | -47.5% | -19.1% | -28.5% | -45.5% |
| 1Y | -80.5% | -33.9% | -46.6% | -78.7% |
| 3Y | -97.6% | -3.9% | -93.7% | -97.7% |
| 5Y | -99.5% | +6.0% | -105.6% | -99.6% |
| 10Y | -95.8% | +223.7% | -319.5% | -96.1% |
| All | -87.2% | +283.6% | -370.9% | -87.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling