-94.7%
FCUV vs TRMB
-28.6%
-66.1%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.4% | +1.8% | +2.9% |
| 7D | -66.5% | -3.0% | -63.4% | -66.1% |
| 30D | +5.0% | +2.3% | +2.6% | +5.6% |
| 3M | +63.8% | +15.3% | +48.5% | +48.3% |
| 6M | -67.8% | -14.7% | -53.1% | -62.6% |
| YTD | -82.4% | -26.4% | -56.0% | -77.3% |
| 1Y | -94.7% | -30.4% | -64.3% | -93.1% |
| All | -94.7% | -28.6% | -66.1% | -93.1% |
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