+27.8%
FCUV vs RGEN
+0.4%
+27.4%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +136.0% | +0.8% | +135.2% | +136.1% |
| 7D | +148.8% | -3.3% | +152.1% | +146.2% |
| 30D | +95.0% | -5.8% | +100.9% | +92.9% |
| 3M | +27.8% | +0.2% | +27.6% | +38.0% |
| All | +27.8% | +0.4% | +27.4% | +38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 3mo: compounded portfolio wealth divided by compounded RGEN 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…
3mo analysis · Full analysis span regression · Available span rolling