-87.2%
FCUV vs RGEN
+619.3%
-706.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -1.2% | -12.5% | -13.5% |
| 7D | +62.8% | -4.9% | +67.8% | +63.7% |
| 30D | +66.5% | +5.7% | +60.8% | +64.5% |
| 3M | +459.9% | +32.4% | +427.5% | +432.5% |
| 6M | -12.4% | +33.2% | -45.6% | -17.1% |
| YTD | -47.5% | +2.3% | -49.8% | -47.9% |
| 1Y | -80.5% | +39.0% | -119.5% | -81.5% |
| 3Y | -97.6% | -4.6% | -93.0% | -97.7% |
| 5Y | -99.5% | -42.7% | -56.9% | -99.6% |
| 10Y | -95.8% | +433.6% | -529.3% | -95.4% |
| All | -87.2% | +619.3% | -706.6% | -85.3% |
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 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