-98.6%
FCUV vs RACE
+783.2%
-881.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.9% | -6.1% | -6.9% |
| 7D | -63.8% | -2.6% | -61.1% | -63.6% |
| 30D | -14.7% | -1.1% | -13.6% | -14.4% |
| 3M | +65.3% | +12.5% | +52.8% | +61.6% |
| 6M | -68.5% | +17.4% | -85.9% | -69.5% |
| YTD | -83.0% | +10.1% | -93.2% | -83.4% |
| 1Y | -94.4% | -15.1% | -79.3% | -94.3% |
| 3Y | -99.3% | +38.9% | -138.2% | -99.3% |
| 5Y | -99.9% | +90.7% | -190.5% | -99.9% |
| 10Y | -98.6% | +801.8% | -900.5% | -98.7% |
| All | -98.6% | +783.2% | -881.8% | -98.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling