-94.3%
FCUV vs S
+30.9%
-125.1%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +136.0% | -0.4% | +136.4% | +136.2% |
| 7D | +148.8% | +2.0% | +146.8% | +144.3% |
| 30D | +95.0% | -2.7% | +97.8% | +94.9% |
| 3M | +27.8% | -6.9% | +34.7% | +30.3% |
| 6M | +121.0% | +38.1% | +82.9% | +71.7% |
| YTD | -78.1% | +48.0% | -126.1% | -83.8% |
| 1Y | -94.3% | +34.5% | -128.7% | -95.8% |
| All | -94.3% | +30.9% | -125.1% | -95.8% |
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