-99.3%
FCUV vs SPXU
-79.4%
-19.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.4% | +1.5% |
| 7D | -72.0% | +6.4% | -78.3% | -70.4% |
| 30D | -8.0% | +5.9% | -13.9% | -2.8% |
| 3M | +66.3% | -11.7% | +77.9% | +58.4% |
| 6M | -75.3% | -28.7% | -46.6% | -79.2% |
| YTD | -83.0% | -26.4% | -56.6% | -85.0% |
| 1Y | -94.7% | -35.2% | -59.4% | -95.5% |
| All | -99.3% | -79.4% | -19.8% | -99.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling