-95.6%
FCUV vs TECH
+247.5%
-343.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -65.2% | -0.2% | -65.1% | -65.2% |
| 7D | -47.9% | +0.2% | -48.1% | -47.9% |
| 30D | +13.7% | +0.1% | +13.5% | +13.7% |
| 3M | +97.0% | +37.5% | +59.5% | +77.4% |
| 6M | -66.1% | +34.6% | -100.7% | -69.6% |
| YTD | -81.8% | +23.5% | -105.2% | -83.1% |
| 1Y | -93.3% | +34.4% | -127.7% | -94.0% |
| 3Y | -99.2% | +2.3% | -101.5% | -99.2% |
| 5Y | -99.9% | -41.7% | -58.1% | -99.9% |
| 10Y | -98.5% | +177.6% | -276.2% | -98.0% |
| All | -95.6% | +247.5% | -343.1% | -93.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling