-98.0%
FCUV vs SPXU
-30.4%
-67.6%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -4.9% | -2.6% | -10.3% |
| 7D | -8.6% | +2.2% | -10.7% | -7.2% |
| 30D | -25.9% | +3.8% | -29.7% | -23.9% |
| 3M | -69.8% | +3.3% | -73.1% | -68.6% |
| 6M | -31.6% | -16.7% | -14.9% | -35.4% |
| YTD | -90.1% | -28.6% | -61.5% | -90.4% |
| 1Y | -98.0% | -30.6% | -67.4% | -98.0% |
| All | -98.0% | -30.4% | -67.6% | -98.0% |
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