-99.3%
FCUV vs SBAC
-8.7%
-90.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -1.0% | -6.0% | -6.9% |
| 7D | -63.8% | +0.2% | -63.9% | -63.7% |
| 30D | -14.7% | +3.9% | -18.5% | -14.8% |
| 3M | +65.3% | -8.2% | +73.5% | +69.8% |
| 6M | -68.5% | -2.8% | -65.7% | -67.4% |
| YTD | -83.0% | -1.5% | -81.5% | -82.6% |
| 1Y | -94.4% | 0.0% | -94.4% | -94.3% |
| All | -99.3% | -8.7% | -90.5% | -99.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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