-98.5%
FCUV vs SUI
+104.3%
-202.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -65.2% | -1.5% | -63.7% | -64.6% |
| 7D | -47.9% | -3.1% | -44.8% | -46.7% |
| 30D | +13.7% | -2.3% | +16.0% | +15.9% |
| 3M | +97.0% | -2.8% | +99.8% | +100.1% |
| 6M | -66.1% | -12.4% | -53.8% | -63.9% |
| YTD | -81.8% | -3.3% | -78.5% | -81.5% |
| 1Y | -93.3% | -5.8% | -87.5% | -93.1% |
| 3Y | -99.2% | +12.5% | -111.7% | -99.3% |
| 5Y | -99.9% | -32.9% | -67.0% | -99.8% |
| 10Y | -98.5% | +104.4% | -202.9% | -99.3% |
| All | -98.5% | +104.3% | -202.9% | -99.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling