-99.6%
FCUV vs RACE
+94.3%
-193.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -1.9% | -11.8% | -13.3% |
| 7D | +62.8% | -2.5% | +65.4% | +63.6% |
| 30D | +66.5% | +0.8% | +65.7% | +66.0% |
| 3M | +459.9% | +17.2% | +442.8% | +428.5% |
| 6M | -12.4% | +13.6% | -26.0% | -16.6% |
| YTD | -47.5% | +12.2% | -59.7% | -50.3% |
| 1Y | -80.5% | -16.3% | -64.2% | -79.3% |
| 3Y | -97.6% | +36.4% | -134.1% | -98.3% |
| All | -99.6% | +94.3% | -193.9% | -99.8% |
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 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