-99.9%
FCUV vs TECH
-42.4%
-57.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.6% |
| 7D | -72.0% | -0.5% | -71.5% | -71.8% |
| 30D | -8.0% | 0.0% | -8.0% | -7.9% |
| 3M | +66.3% | +37.4% | +28.8% | +40.9% |
| 6M | -75.3% | +36.9% | -112.2% | -79.3% |
| YTD | -83.0% | +23.1% | -106.1% | -84.9% |
| 1Y | -94.7% | +42.2% | -136.9% | -95.6% |
| 3Y | -99.3% | +1.9% | -101.2% | -99.3% |
| 5Y | -99.9% | -42.9% | -56.9% | -99.8% |
| All | -99.9% | -42.4% | -57.5% | -99.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling