+121.0%
FCUV vs STZ
+4.3%
+116.7%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +136.0% | +0.7% | +135.3% | +135.7% |
| 7D | +148.8% | +2.6% | +146.2% | +147.2% |
| 30D | +95.0% | +15.2% | +79.8% | +82.8% |
| 3M | +27.8% | +7.6% | +20.2% | +34.3% |
| 6M | +121.0% | +5.3% | +115.7% | +162.1% |
| All | +121.0% | +4.3% | +116.7% | +162.1% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 6mo: compounded portfolio wealth divided by compounded STZ 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…
6mo analysis · Full analysis span regression · 6 months rolling