-99.3%
FCUV vs RGEN
+2.1%
-101.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -2.1% | -5.0% | -6.5% |
| 7D | -63.8% | -4.6% | -59.2% | -63.4% |
| 30D | -14.7% | +1.2% | -15.8% | -15.6% |
| 3M | +65.3% | +26.8% | +38.5% | +48.9% |
| 6M | -68.5% | +29.1% | -97.5% | -72.1% |
| YTD | -83.0% | +0.7% | -83.8% | -83.1% |
| 1Y | -94.4% | +39.1% | -133.5% | -95.1% |
| All | -99.3% | +2.1% | -101.4% | -99.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling