-98.0%
FCUV vs TDY
+22.9%
-120.9%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -4.8% | -2.7% | -1.9% |
| 7D | -8.6% | -5.0% | -3.5% | -2.7% |
| 30D | -25.9% | +2.0% | -27.9% | -28.0% |
| 3M | -69.8% | -7.7% | -62.1% | -66.8% |
| 6M | -31.6% | -0.9% | -30.8% | -31.7% |
| YTD | -90.1% | +23.7% | -113.9% | -91.5% |
| 1Y | -98.0% | +23.6% | -121.6% | -98.2% |
| All | -98.0% | +22.9% | -120.9% | -98.2% |
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