-80.5%
FCUV vs TDY
+11.8%
-92.3%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | +0.5% | -14.1% | -14.2% |
| 7D | +62.8% | -1.8% | +64.7% | +66.0% |
| 30D | +66.5% | -10.7% | +77.2% | +86.5% |
| 3M | +459.9% | -1.3% | +461.2% | +466.1% |
| 6M | -12.4% | -10.6% | -1.8% | -2.4% |
| YTD | -47.5% | +19.6% | -67.1% | -52.0% |
| 1Y | -80.5% | +11.6% | -92.1% | -78.9% |
| All | -80.5% | +11.8% | -92.3% | -78.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TDY.
Daily Out/Under-Performance
Portfolio return minus TDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDY 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 TDY 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