-99.7%
FCUV vs TPG
+74.1%
-173.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.6% | +1.6% | +2.2% |
| 7D | -66.5% | -9.4% | -57.0% | -62.8% |
| 30D | +5.0% | -5.3% | +10.2% | +12.5% |
| 3M | +63.8% | +12.9% | +50.9% | +54.5% |
| 6M | -67.8% | +20.1% | -87.9% | -71.7% |
| YTD | -82.4% | -22.5% | -59.9% | -79.5% |
| 1Y | -94.7% | -19.7% | -75.1% | -94.0% |
| 3Y | -99.3% | +81.2% | -180.5% | -99.5% |
| All | -99.7% | +74.1% | -173.9% | -99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 TPG 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