-80.5%
FCUV vs TD
+64.8%
-145.3%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -1.4% | -12.3% | -12.2% |
| 7D | +62.8% | +0.3% | +62.5% | +63.5% |
| 30D | +66.5% | +0.4% | +66.1% | +64.8% |
| 3M | +459.9% | +7.6% | +452.3% | +422.1% |
| 6M | -12.4% | +25.0% | -37.4% | -32.9% |
| YTD | -47.5% | +31.0% | -78.5% | -63.1% |
| 1Y | -80.5% | +65.2% | -145.7% | -92.9% |
| All | -80.5% | +64.8% | -145.3% | -92.9% |
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