-99.3%
FCUV vs RUN
-38.5%
-60.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.9% | +2.4% | +0.7% |
| 7D | -72.0% | -3.4% | -68.6% | -72.1% |
| 30D | -8.0% | -14.0% | +6.0% | -7.0% |
| 3M | +66.3% | -27.5% | +93.7% | +68.6% |
| 6M | -75.3% | -29.0% | -46.3% | -75.0% |
| YTD | -83.0% | -53.1% | -29.9% | -82.0% |
| 1Y | -94.7% | -46.7% | -47.9% | -94.4% |
| All | -99.3% | -38.5% | -60.8% | -99.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling