-99.9%
FCUV vs RACE
+65.0%
-164.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.5% | -1.4% | -2.6% |
| 7D | -13.0% | +5.1% | -18.1% | -13.8% |
| 30D | -36.9% | +7.7% | -44.6% | -37.9% |
| 3M | -65.3% | +2.2% | -67.5% | -65.4% |
| 6M | -32.9% | +23.8% | -56.6% | -37.9% |
| YTD | -91.2% | +13.9% | -105.1% | -91.7% |
| 1Y | -98.2% | +3.8% | -102.0% | -98.2% |
| 3Y | -99.6% | +28.0% | -127.6% | -99.7% |
| All | -99.9% | +65.0% | -164.9% | -99.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling