-80.5%
FCUV vs QSR
+33.2%
-113.7%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -0.1% | -13.5% | -13.7% |
| 7D | +62.8% | +2.4% | +60.4% | +63.0% |
| 30D | +66.5% | +7.6% | +58.9% | +69.2% |
| 3M | +459.9% | +12.6% | +447.3% | +455.8% |
| 6M | -12.4% | +14.4% | -26.7% | -13.9% |
| YTD | -47.5% | +19.6% | -67.2% | -51.1% |
| 1Y | -80.5% | +33.9% | -114.4% | -82.9% |
| All | -80.5% | +33.2% | -113.7% | -82.9% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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