-99.9%
FCUV vs RGEN
-44.2%
-55.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.5% |
| 7D | -72.0% | -2.9% | -69.1% | -71.8% |
| 30D | -8.0% | -0.1% | -7.9% | -8.5% |
| 3M | +66.3% | +25.9% | +40.3% | +52.5% |
| 6M | -75.3% | +35.2% | -110.5% | -78.0% |
| YTD | -83.0% | +0.5% | -83.5% | -83.1% |
| 1Y | -94.7% | +37.0% | -131.6% | -95.2% |
| 3Y | -99.3% | +2.0% | -101.3% | -99.3% |
| 5Y | -99.9% | -44.2% | -55.7% | -99.9% |
| All | -99.9% | -44.2% | -55.6% | -99.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling