-98.6%
FCUV vs RUN
+42.2%
-140.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.8% | +4.1% | +3.4% |
| 7D | -66.5% | -3.7% | -62.8% | -66.6% |
| 30D | +5.0% | -13.0% | +18.0% | +5.9% |
| 3M | +63.8% | -31.8% | +95.6% | +68.5% |
| 6M | -67.8% | -32.2% | -35.6% | -67.0% |
| YTD | -82.4% | -53.5% | -28.9% | -81.2% |
| 1Y | -94.7% | -46.5% | -48.2% | -94.5% |
| 3Y | -99.3% | -37.6% | -61.6% | -99.3% |
| 5Y | -99.9% | -80.9% | -19.0% | -99.9% |
| All | -98.6% | +42.2% | -140.8% | -98.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 10y: compounded portfolio wealth divided by compounded RUN 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…
10y analysis · Full analysis span regression · 6 months rolling