-68.5%
FCUV vs TD
+28.4%
-96.9%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -1.1% | -5.9% | -6.2% |
| 7D | -63.8% | -1.9% | -61.8% | -62.7% |
| 30D | -14.7% | -1.6% | -13.1% | -13.3% |
| 3M | +65.3% | +4.6% | +60.7% | +75.7% |
| 6M | -68.5% | +26.8% | -95.3% | -61.2% |
| All | -68.5% | +28.4% | -96.9% | -61.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling