-80.5%
FCUV vs STLA
-38.0%
-42.5%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | +1.3% | -14.9% | -12.8% |
| 7D | +62.8% | +2.6% | +60.3% | +65.6% |
| 30D | +66.5% | -1.2% | +67.7% | +63.6% |
| 3M | +459.9% | -24.8% | +484.7% | +413.3% |
| 6M | -12.4% | -25.6% | +13.2% | -19.3% |
| YTD | -47.5% | -48.9% | +1.4% | -47.1% |
| 1Y | -80.5% | -38.8% | -41.7% | -80.5% |
| All | -80.5% | -38.0% | -42.5% | -80.5% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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