-99.3%
FCUV vs RRX
+5.4%
-104.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +3.7% | -0.4% | +2.2% |
| 7D | -66.5% | -0.3% | -66.1% | -66.5% |
| 30D | +5.0% | -6.1% | +11.1% | +6.4% |
| 3M | +63.8% | -23.1% | +86.8% | +72.3% |
| 6M | -67.8% | -19.5% | -48.3% | -67.0% |
| YTD | -82.4% | +16.1% | -98.5% | -84.1% |
| 1Y | -94.7% | +12.9% | -107.7% | -95.2% |
| 3Y | -99.3% | +7.9% | -107.2% | -99.2% |
| All | -99.3% | +5.4% | -104.6% | -99.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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