-99.3%
FCUV vs SIRI
-22.6%
-76.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.9% | +2.3% | +3.5% |
| 7D | -66.5% | +0.6% | -67.0% | -66.5% |
| 30D | +5.0% | +2.5% | +2.5% | +4.7% |
| 3M | +63.8% | +6.6% | +57.2% | +58.5% |
| 6M | -67.8% | +32.9% | -100.7% | -69.9% |
| YTD | -82.4% | +50.5% | -132.9% | -84.2% |
| 1Y | -94.7% | +28.0% | -122.7% | -95.1% |
| 3Y | -99.3% | -22.4% | -76.8% | -99.3% |
| All | -99.3% | -22.6% | -76.7% | -99.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling