-97.9%
FCUV vs SUI
+215.4%
-313.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.5% | -1.4% | -2.5% |
| 7D | -13.0% | +6.2% | -19.2% | -14.5% |
| 30D | -36.9% | +8.6% | -45.5% | -38.6% |
| 3M | -65.3% | +1.0% | -66.3% | -65.4% |
| 6M | -32.9% | -2.6% | -30.3% | -32.5% |
| YTD | -91.2% | -0.1% | -91.1% | -91.2% |
| 1Y | -98.2% | +0.5% | -98.7% | -98.2% |
| 3Y | -99.6% | +15.3% | -114.8% | -99.6% |
| 5Y | -99.9% | -26.1% | -73.7% | -99.9% |
| 10Y | -99.3% | +117.8% | -217.1% | -99.1% |
| All | -97.9% | +215.4% | -313.3% | -96.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling