-99.9%
FCUV vs RVTY
-34.2%
-65.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -2.5% | -4.5% | -5.9% |
| 7D | -63.8% | -5.4% | -58.3% | -62.2% |
| 30D | -14.7% | +6.7% | -21.4% | -14.9% |
| 3M | +65.3% | +19.0% | +46.3% | +56.2% |
| 6M | -68.5% | +34.6% | -103.1% | -72.2% |
| YTD | -83.0% | +28.3% | -111.3% | -84.5% |
| 1Y | -94.4% | +46.0% | -140.5% | -95.2% |
| 3Y | -99.3% | +16.9% | -116.1% | -99.3% |
| 5Y | -99.9% | -32.9% | -66.9% | -99.8% |
| All | -99.9% | -34.2% | -65.7% | -99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 5y: compounded portfolio wealth divided by compounded RVTY 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…
5y analysis · Full analysis span regression · 6 months rolling