-80.5%
FCUV vs SIRI
+28.3%
-108.8%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -2.6% | -11.0% | -19.2% |
| 7D | +62.8% | +1.6% | +61.3% | +58.8% |
| 30D | +66.5% | -4.7% | +71.2% | +36.1% |
| 3M | +459.9% | +5.3% | +454.7% | +411.4% |
| 6M | -12.4% | +30.5% | -42.9% | -10.3% |
| YTD | -47.5% | +49.6% | -97.2% | -47.1% |
| 1Y | -80.5% | +28.5% | -109.0% | -81.2% |
| All | -80.5% | +28.3% | -108.8% | -81.2% |
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