-98.0%
FCUV vs TD
+61.0%
-159.0%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +2.8% | -10.3% | -9.9% |
| 7D | -8.6% | +1.4% | -9.9% | -9.7% |
| 30D | -25.9% | +10.2% | -36.2% | -33.0% |
| 3M | -69.8% | +8.1% | -77.9% | -71.7% |
| 6M | -31.6% | +22.3% | -53.9% | -42.6% |
| YTD | -90.1% | +39.0% | -129.2% | -93.1% |
| 1Y | -98.0% | +62.6% | -160.6% | -98.9% |
| All | -98.0% | +61.0% | -159.0% | -98.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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