-97.7%
FCUV vs RACE
+40.8%
-138.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -1.9% | -11.8% | -14.1% |
| 7D | +62.8% | -2.5% | +65.4% | +61.8% |
| 30D | +66.5% | +0.8% | +65.7% | +67.0% |
| 3M | +459.9% | +17.2% | +442.8% | +466.1% |
| 6M | -12.4% | +13.6% | -26.0% | -11.0% |
| YTD | -47.5% | +12.2% | -59.7% | -46.7% |
| 1Y | -80.5% | -16.3% | -64.2% | -79.9% |
| All | -97.7% | +40.8% | -138.5% | -97.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling