-98.0%
FCUV vs S
+36.5%
-134.5%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +1.6% | -9.2% | -8.5% |
| 7D | -8.6% | -8.2% | -0.4% | -4.0% |
| 30D | -25.9% | -7.6% | -18.3% | -23.2% |
| 3M | -69.8% | +12.0% | -81.8% | -74.1% |
| 6M | -31.6% | +50.6% | -82.2% | -48.5% |
| YTD | -90.1% | +56.6% | -146.7% | -92.9% |
| 1Y | -98.0% | +39.2% | -137.2% | -98.6% |
| All | -98.0% | +36.5% | -134.5% | -98.6% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 1y: compounded portfolio wealth divided by compounded S 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…
1y analysis · Full analysis span regression · 6 months rolling