-80.5%
FCUV vs SPXU
-40.4%
-40.1%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | +1.3% | -14.9% | -12.9% |
| 7D | +62.8% | -0.1% | +63.0% | +63.6% |
| 30D | +66.5% | +0.8% | +65.7% | +66.8% |
| 3M | +459.9% | -4.7% | +464.6% | +435.5% |
| 6M | -12.4% | -29.6% | +17.2% | -23.8% |
| YTD | -47.5% | -29.9% | -17.7% | -53.3% |
| 1Y | -80.5% | -39.1% | -41.4% | -85.2% |
| All | -80.5% | -40.4% | -40.1% | -85.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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