-99.9%
FCUV vs RBA
+39.8%
-139.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.7% | -6.4% | -6.8% |
| 7D | -63.8% | -1.9% | -61.9% | -63.1% |
| 30D | -14.7% | -13.0% | -1.7% | -10.1% |
| 3M | +65.3% | -23.1% | +88.4% | +78.4% |
| 6M | -68.5% | -22.6% | -45.9% | -66.4% |
| YTD | -83.0% | -20.4% | -62.6% | -82.0% |
| 1Y | -94.4% | -29.6% | -64.8% | -93.8% |
| 3Y | -99.3% | +26.6% | -125.8% | -99.3% |
| 5Y | -99.9% | +38.2% | -138.0% | -99.9% |
| All | -99.9% | +39.8% | -139.6% | -99.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling