-99.3%
FCUV vs SUI
+117.1%
-216.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.9% | +3.8% | +3.3% |
| 7D | -15.3% | +3.4% | -18.7% | -16.7% |
| 30D | -29.7% | +4.6% | -34.3% | -31.5% |
| 3M | -54.5% | +1.6% | -56.1% | -54.7% |
| 6M | -26.7% | -3.5% | -23.3% | -26.0% |
| YTD | -91.0% | -1.0% | -90.0% | -91.0% |
| 1Y | -98.0% | -1.7% | -96.3% | -98.0% |
| 3Y | -99.5% | +18.4% | -117.9% | -99.6% |
| 5Y | -99.9% | -26.3% | -73.5% | -99.9% |
| 10Y | -99.3% | +123.3% | -222.6% | -99.7% |
| All | -99.3% | +117.1% | -216.4% | -99.7% |
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