-68.5%
FCUV vs SIRI
+32.5%
-101.0%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.9% | -6.1% | -10.9% |
| 7D | -63.8% | -3.9% | -59.8% | -72.2% |
| 30D | -14.7% | -0.8% | -13.8% | -36.7% |
| 3M | +65.3% | +4.3% | +61.0% | +8.6% |
| 6M | -68.5% | +34.1% | -102.5% | -20.7% |
| All | -68.5% | +32.5% | -101.0% | -20.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling