-87.2%
FCUV vs RBA
+321.7%
-409.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | +0.3% | -14.0% | -13.7% |
| 7D | +62.8% | -2.9% | +65.8% | +63.5% |
| 30D | +66.5% | -12.3% | +78.8% | +69.4% |
| 3M | +459.9% | -20.5% | +480.5% | +475.7% |
| 6M | -12.4% | -18.5% | +6.2% | -10.7% |
| YTD | -47.5% | -18.2% | -29.3% | -46.3% |
| 1Y | -80.5% | -27.5% | -53.0% | -79.7% |
| 3Y | -97.6% | +38.1% | -135.7% | -97.7% |
| 5Y | -99.5% | +44.8% | -144.3% | -99.6% |
| 10Y | -95.8% | +187.1% | -282.9% | -96.1% |
| All | -87.2% | +321.7% | -409.0% | -85.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling