-94.7%
FCUV vs RCAT
-99.9%
+5.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +136.0% | -3.4% | +139.4% | +136.0% |
| 7D | +148.8% | -5.9% | +154.7% | +148.8% |
| 30D | +95.0% | -19.7% | +114.7% | +95.4% |
| 3M | +27.8% | -62.9% | +90.7% | +28.9% |
| 6M | +121.0% | -59.6% | +180.5% | +122.2% |
| YTD | -78.1% | -52.1% | -26.1% | -78.0% |
| 1Y | -94.3% | -50.9% | -43.3% | -94.2% |
| 3Y | -98.9% | +333.8% | -432.7% | -98.9% |
| 5Y | -99.7% | +40.7% | -140.4% | -99.7% |
| 10Y | -98.2% | -99.8% | +1.5% | -97.4% |
| All | -94.7% | -99.9% | +5.2% | -83.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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