-98.0%
FCUV vs SAN
+23.5%
-121.4%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +6.4% | -14.0% | -9.2% |
| 7D | -8.6% | +4.5% | -13.1% | -9.7% |
| 30D | -25.9% | -12.1% | -13.8% | -22.8% |
| 3M | -69.8% | -15.6% | -54.3% | -67.9% |
| 6M | -31.6% | +5.8% | -37.4% | -38.8% |
| YTD | -90.1% | +5.5% | -95.6% | -91.6% |
| 1Y | -98.0% | +23.6% | -121.6% | -98.5% |
| All | -98.0% | +23.5% | -121.4% | -98.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SAN.
Daily Out/Under-Performance
Portfolio return minus SAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAN 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 SAN 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