-95.7%
FCUV vs SIRI
+4.3%
-100.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.9% | +2.3% | +3.3% |
| 7D | -66.5% | +0.6% | -67.0% | -66.5% |
| 30D | +5.0% | +2.5% | +2.5% | +4.9% |
| 3M | +63.8% | +6.6% | +57.2% | +61.6% |
| 6M | -67.8% | +32.9% | -100.7% | -68.8% |
| YTD | -82.4% | +50.5% | -132.9% | -83.2% |
| 1Y | -94.7% | +28.0% | -122.7% | -94.9% |
| 3Y | -99.3% | -22.4% | -76.8% | -99.3% |
| 5Y | -99.9% | -41.3% | -58.6% | -99.9% |
| 10Y | -98.6% | -10.4% | -88.1% | -98.2% |
| All | -95.7% | +4.3% | -100.1% | -94.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling