-99.9%
FCUV vs REPL
+36.1%
-136.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -6.4% | +10.5% | +7.8% |
| 7D | -4.7% | +5.3% | -10.0% | -8.1% |
| 30D | -23.2% | +66.6% | -89.8% | -45.6% |
| 3M | -49.2% | +59.6% | -108.7% | -63.3% |
| 6M | -9.2% | +482.4% | -491.6% | -49.6% |
| YTD | -90.6% | +124.1% | -214.7% | -94.6% |
| 1Y | -97.9% | +138.6% | -236.4% | -98.8% |
| 3Y | -99.5% | +96.0% | -195.6% | -99.8% |
| 5Y | -99.9% | -35.4% | -64.5% | -99.9% |
| All | -99.9% | +36.1% | -136.0% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside REPL.
Daily Out/Under-Performance
Portfolio return minus REPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REPL 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 10y: compounded portfolio wealth divided by compounded REPL 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…
10y analysis · Full analysis span regression · 6 months rolling