-80.5%
FCUV vs RBA
-26.5%
-54.0%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | +0.3% | -14.0% | -13.7% |
| 7D | +62.8% | -2.9% | +65.8% | +63.0% |
| 30D | +66.5% | -12.3% | +78.8% | +65.4% |
| 3M | +459.9% | -20.5% | +480.5% | +452.4% |
| 6M | -12.4% | -18.5% | +6.2% | -12.8% |
| YTD | -47.5% | -18.2% | -29.3% | -43.4% |
| 1Y | -80.5% | -27.5% | -53.0% | -75.5% |
| All | -80.5% | -26.5% | -54.0% | -75.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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