-97.7%
FCUV vs RBA
+375.9%
-473.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | -0.2% | -1.4% |
| 7D | +2.4% | -0.5% | +2.9% | +2.5% |
| 30D | -25.9% | +6.8% | -32.8% | -26.7% |
| 3M | -44.8% | +9.5% | -54.2% | -45.3% |
| 6M | -3.5% | -8.2% | +4.7% | -2.6% |
| YTD | -90.7% | -7.7% | -83.0% | -90.7% |
| 1Y | -97.9% | -6.9% | -91.0% | -97.9% |
| 3Y | -99.5% | +61.6% | -161.2% | -99.6% |
| 5Y | -99.9% | +44.7% | -144.6% | -99.9% |
| 10Y | -99.3% | +205.3% | -304.6% | -99.3% |
| All | -97.7% | +375.9% | -473.6% | -97.5% |
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