-99.3%
FCUV vs TD
+127.3%
-226.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.7% | +2.6% | +2.3% |
| 7D | -66.5% | -0.5% | -65.9% | -65.4% |
| 30D | +5.0% | -1.9% | +6.9% | +10.3% |
| 3M | +63.8% | +4.8% | +59.0% | +59.4% |
| 6M | -67.8% | +28.0% | -95.8% | -76.5% |
| YTD | -82.4% | +30.3% | -112.7% | -87.3% |
| 1Y | -94.7% | +59.8% | -154.5% | -97.1% |
| 3Y | -99.3% | +124.7% | -224.0% | -99.8% |
| All | -99.3% | +127.3% | -226.6% | -99.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling