-98.1%
FCUV vs SUI
-1.1%
-97.0%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.5% | -1.4% | -3.9% |
| 7D | -13.0% | +6.2% | -19.2% | -9.0% |
| 30D | -36.9% | +8.6% | -45.5% | -32.5% |
| 3M | -65.3% | +1.0% | -66.3% | -64.9% |
| 6M | -32.9% | -2.6% | -30.3% | -35.1% |
| YTD | -91.2% | -0.1% | -91.1% | -92.3% |
| All | -98.1% | -1.1% | -97.0% | -98.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling