-80.5%
FCUV vs TECH
+36.9%
-117.4%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | 0.0% | -13.6% | -13.7% |
| 7D | +62.8% | +0.1% | +62.7% | +62.8% |
| 30D | +66.5% | +0.7% | +65.8% | +65.8% |
| 3M | +459.9% | +36.3% | +423.6% | +383.5% |
| 6M | -12.4% | +25.6% | -37.9% | -20.7% |
| YTD | -47.5% | +23.7% | -71.2% | -51.3% |
| 1Y | -80.5% | +37.6% | -118.1% | -82.8% |
| All | -80.5% | +36.9% | -117.4% | -82.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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