-97.9%
FCUV vs RACE
-4.6%
-93.3%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.5% | +0.8% | -3.4% |
| 7D | +2.4% | -4.0% | +6.4% | -0.5% |
| 30D | -25.9% | +3.5% | -29.5% | -23.8% |
| 3M | -44.8% | -0.4% | -44.3% | -45.6% |
| 6M | -3.5% | +23.2% | -26.6% | +3.5% |
| YTD | -90.7% | +11.0% | -101.7% | -90.4% |
| 1Y | -97.9% | -2.2% | -95.6% | -97.3% |
| All | -97.9% | -4.6% | -93.3% | -97.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling