-99.8%
FCUV vs TD
+125.7%
-225.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.7% | +2.6% | +2.5% |
| 7D | -66.5% | -0.5% | -65.9% | -65.7% |
| 30D | +5.0% | -1.9% | +6.9% | +9.3% |
| 3M | +63.8% | +4.8% | +59.0% | +60.5% |
| 6M | -67.8% | +28.0% | -95.8% | -74.7% |
| YTD | -82.4% | +30.3% | -112.7% | -86.2% |
| 1Y | -94.7% | +59.8% | -154.5% | -96.6% |
| 3Y | -99.3% | +124.7% | -224.0% | -99.7% |
| All | -99.8% | +125.7% | -225.5% | -99.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling