-95.9%
FCUV vs RRX
+165.7%
-261.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.9% | +2.4% | +0.8% |
| 7D | -72.0% | -3.7% | -68.2% | -71.8% |
| 30D | -8.0% | -9.3% | +1.3% | -6.5% |
| 3M | +66.3% | -21.8% | +88.1% | +72.4% |
| 6M | -75.3% | -22.0% | -53.3% | -74.6% |
| YTD | -83.0% | +11.9% | -94.9% | -83.8% |
| 1Y | -94.7% | +11.6% | -106.3% | -94.9% |
| 3Y | -99.3% | +2.2% | -101.4% | -99.3% |
| 5Y | -99.9% | +14.9% | -114.7% | -99.9% |
| 10Y | -98.6% | +214.2% | -312.9% | -98.7% |
| All | -95.9% | +165.7% | -261.6% | -96.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling