-87.2%
FCUV vs SUI
+210.1%
-297.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -0.3% | -13.3% | -13.6% |
| 7D | +62.8% | -2.8% | +65.7% | +64.1% |
| 30D | +66.5% | -1.2% | +67.7% | +66.8% |
| 3M | +459.9% | -1.7% | +461.7% | +459.4% |
| 6M | -12.4% | -10.5% | -1.9% | -9.8% |
| YTD | -47.5% | -1.8% | -45.7% | -47.6% |
| 1Y | -80.5% | -4.1% | -76.4% | -80.4% |
| 3Y | -97.6% | +11.3% | -108.9% | -97.7% |
| 5Y | -99.5% | -32.1% | -67.4% | -99.5% |
| 10Y | -95.8% | +110.4% | -206.2% | -94.7% |
| All | -87.2% | +210.1% | -297.3% | -81.4% |
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