-67.8%
FCUV vs QSR
+8.7%
-76.5%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.6% | +2.6% | +3.2% |
| 7D | -66.5% | -4.0% | -62.5% | -66.4% |
| 30D | +5.0% | +2.8% | +2.2% | +11.0% |
| 3M | +63.8% | +5.1% | +58.7% | +76.8% |
| 6M | -67.8% | +8.8% | -76.6% | -65.3% |
| All | -67.8% | +8.7% | -76.5% | -65.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling