-87.2%
FCUV vs RCAT
-99.8%
+12.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -2.0% | -11.7% | -13.6% |
| 7D | +62.8% | -1.4% | +64.2% | +62.9% |
| 30D | +66.5% | -3.3% | +69.9% | +66.5% |
| 3M | +459.9% | -43.2% | +503.2% | +462.3% |
| 6M | -12.4% | -43.2% | +30.8% | -12.1% |
| YTD | -47.5% | +5.5% | -53.1% | -47.6% |
| 1Y | -80.5% | -1.6% | -78.9% | -80.6% |
| 3Y | -97.6% | +773.7% | -871.3% | -97.7% |
| 5Y | -99.5% | +187.6% | -287.2% | -99.5% |
| 10Y | -95.8% | -98.5% | +2.7% | -92.0% |
| All | -87.2% | -99.8% | +12.5% | -61.5% |
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