-98.0%
FCUV vs TRMB
-31.2%
-66.8%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -17.3% | +9.8% | -4.9% |
| 7D | -8.6% | -15.7% | +7.1% | -6.1% |
| 30D | -25.9% | -7.8% | -18.2% | -24.5% |
| 3M | -69.8% | -9.3% | -60.5% | -69.2% |
| 6M | -31.6% | -20.8% | -10.8% | -19.7% |
| YTD | -90.1% | -30.8% | -59.4% | -87.7% |
| 1Y | -98.0% | -31.0% | -67.0% | -97.5% |
| All | -98.0% | -31.2% | -66.8% | -97.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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