-96.6%
FCUV vs SOLS
+17.0%
-113.7%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | 0.0% | +3.3% | +3.3% |
| 7D | -66.5% | -3.5% | -63.0% | -66.1% |
| 30D | +5.0% | -1.0% | +5.9% | -0.2% |
| 3M | +63.8% | -24.1% | +87.9% | +54.7% |
| 6M | -67.8% | -18.0% | -49.9% | -70.2% |
| YTD | -82.4% | +27.1% | -109.5% | -85.3% |
| All | -96.6% | +17.0% | -113.7% | -97.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 5y: compounded portfolio wealth divided by compounded SOLS 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…
5y analysis · Full analysis span regression · 6 months rolling