-98.0%
FCUV vs SONY
-6.4%
-91.6%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +2.2% | -9.7% | -10.7% |
| 7D | -8.6% | +2.9% | -11.5% | -12.6% |
| 30D | -25.9% | +10.2% | -36.2% | -37.5% |
| 3M | -69.8% | +16.1% | -85.9% | -74.2% |
| 6M | -31.6% | +32.1% | -63.8% | -39.6% |
| YTD | -90.1% | +1.4% | -91.5% | -90.1% |
| 1Y | -98.0% | -7.0% | -91.0% | -97.8% |
| All | -98.0% | -6.4% | -91.6% | -97.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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