-99.8%
FCUV vs SONY
+9.6%
-109.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.6% | +1.6% | +1.9% |
| 7D | -66.5% | -2.7% | -63.8% | -63.5% |
| 30D | +5.0% | +1.5% | +3.4% | +10.2% |
| 3M | +63.8% | +13.0% | +50.8% | +59.0% |
| 6M | -67.8% | +11.2% | -79.0% | -69.4% |
| YTD | -82.4% | -6.6% | -75.8% | -81.0% |
| 1Y | -94.7% | -18.1% | -76.6% | -93.8% |
| 3Y | -99.3% | +42.1% | -141.3% | -99.4% |
| All | -99.8% | +9.6% | -109.5% | -99.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling