-94.7%
FCUV vs RGEN
+620.1%
-714.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +136.0% | +0.8% | +135.2% | +135.9% |
| 7D | +148.8% | -3.3% | +152.1% | +149.9% |
| 30D | +95.0% | -5.8% | +100.9% | +96.6% |
| 3M | +27.8% | +0.2% | +27.6% | +26.9% |
| 6M | +121.0% | +56.8% | +64.2% | +102.8% |
| YTD | -78.1% | +2.4% | -80.5% | -78.4% |
| 1Y | -94.3% | +11.4% | -105.7% | -94.4% |
| 3Y | -98.9% | +15.2% | -114.1% | -99.0% |
| 5Y | -99.7% | -35.1% | -64.6% | -99.7% |
| 10Y | -98.2% | +419.6% | -517.9% | -98.1% |
| All | -94.7% | +620.1% | -714.8% | -93.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling