-98.0%
FCUV vs TECH
+19.5%
-117.5%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +0.1% | -7.6% | -7.6% |
| 7D | -8.6% | +0.1% | -8.6% | -8.6% |
| 30D | -25.9% | +0.2% | -26.1% | -26.0% |
| 3M | -69.8% | +1.0% | -70.8% | -69.9% |
| 6M | -31.6% | +33.3% | -64.9% | -40.1% |
| YTD | -90.1% | +24.2% | -114.3% | -90.7% |
| 1Y | -98.0% | +19.7% | -117.7% | -98.1% |
| All | -98.0% | +19.5% | -117.5% | -98.1% |
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