-99.6%
FCUV vs RACE
+658.1%
-757.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.8% | +5.4% | +4.7% |
| 7D | -15.3% | +0.2% | -15.5% | -15.3% |
| 30D | -29.7% | +6.6% | -36.4% | -30.1% |
| 3M | -54.5% | +2.2% | -56.7% | -54.5% |
| 6M | -26.7% | +22.4% | -49.1% | -28.9% |
| YTD | -91.0% | +13.8% | -104.7% | -91.2% |
| 1Y | -98.0% | +2.2% | -100.2% | -98.0% |
| 3Y | -99.5% | +25.6% | -125.2% | -99.6% |
| 5Y | -99.9% | +71.0% | -170.9% | -99.9% |
| 10Y | -99.3% | +739.1% | -838.4% | -99.3% |
| All | -99.6% | +658.1% | -757.8% | -99.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling