-98.0%
FCUV vs SIRI
+59.9%
-157.8%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +8.4% | -16.0% | +11.6% |
| 7D | -8.6% | +22.3% | -30.8% | +45.8% |
| 30D | -25.9% | +26.9% | -52.9% | +30.4% |
| 3M | -69.8% | +9.6% | -79.4% | -70.2% |
| 6M | -31.6% | +27.2% | -58.8% | -21.6% |
| YTD | -90.1% | +72.4% | -162.5% | -88.9% |
| 1Y | -98.0% | +59.9% | -157.9% | -97.2% |
| All | -98.0% | +59.9% | -157.8% | -97.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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