-98.0%
FCUV vs QSR
+23.8%
-121.8%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +5.5% | -13.0% | -7.1% |
| 7D | -8.6% | +5.2% | -13.8% | -8.2% |
| 30D | -25.9% | +12.2% | -38.1% | -25.9% |
| 3M | -69.8% | +7.0% | -76.9% | -68.0% |
| 6M | -31.6% | -0.3% | -31.3% | -26.2% |
| YTD | -90.1% | +18.0% | -108.1% | -90.0% |
| 1Y | -98.0% | +22.6% | -120.6% | -98.1% |
| All | -98.0% | +23.8% | -121.8% | -98.1% |
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