-98.0%
FCUV vs TROW
+17.3%
-115.3%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +6.0% | -13.5% | +24.8% |
| 7D | -8.6% | +8.2% | -16.8% | +35.6% |
| 30D | -25.9% | +8.3% | -34.2% | +6.0% |
| 3M | -69.8% | -1.6% | -68.2% | -80.4% |
| 6M | -31.6% | +11.9% | -43.5% | -51.2% |
| YTD | -90.1% | +14.3% | -104.5% | -93.2% |
| 1Y | -98.0% | +17.0% | -115.0% | -98.7% |
| All | -98.0% | +17.3% | -115.3% | -98.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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