-94.7%
FCUV vs SPXU
-36.3%
-58.5%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -2.4% | +5.7% | +1.5% |
| 7D | -66.5% | +2.5% | -69.0% | -65.1% |
| 30D | +5.0% | +4.2% | +0.8% | +10.6% |
| 3M | +63.8% | -9.3% | +73.1% | +58.4% |
| 6M | -67.8% | -30.7% | -37.1% | -72.0% |
| YTD | -82.4% | -28.1% | -54.3% | -83.6% |
| 1Y | -94.7% | -35.2% | -59.5% | -95.6% |
| All | -94.7% | -36.3% | -58.5% | -95.6% |
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