-98.6%
FCUV vs TRMB
+121.9%
-220.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.4% | +1.8% | +3.1% |
| 7D | -66.5% | -3.0% | -63.4% | -66.3% |
| 30D | +5.0% | +2.3% | +2.6% | +5.1% |
| 3M | +63.8% | +15.3% | +48.5% | +59.9% |
| 6M | -67.8% | -14.7% | -53.1% | -67.0% |
| YTD | -82.4% | -26.4% | -56.0% | -81.6% |
| 1Y | -94.7% | -30.4% | -64.3% | -94.4% |
| 3Y | -99.3% | +13.5% | -112.8% | -99.2% |
| 5Y | -99.9% | -38.6% | -61.3% | -99.9% |
| All | -98.6% | +121.9% | -220.4% | -98.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling