-95.9%
FCUV vs SONY
+517.6%
-613.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.4% | -6.6% | -6.9% |
| 7D | -63.8% | -4.9% | -58.8% | -61.7% |
| 30D | -14.7% | -1.6% | -13.1% | -11.2% |
| 3M | +65.3% | +10.0% | +55.3% | +64.3% |
| 6M | -68.5% | +8.4% | -76.9% | -68.9% |
| YTD | -83.0% | -8.4% | -74.6% | -82.2% |
| 1Y | -94.4% | -18.4% | -76.1% | -93.9% |
| 3Y | -99.3% | +41.0% | -140.2% | -99.3% |
| 5Y | -99.9% | +9.3% | -109.1% | -99.9% |
| 10Y | -98.6% | +281.7% | -380.3% | -98.8% |
| All | -95.9% | +517.6% | -613.5% | -96.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling