-94.7%
FCUV vs TROW
+4.9%
-99.6%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.2% | +4.4% | -3.0% |
| 7D | -66.5% | -3.2% | -63.3% | -73.1% |
| 30D | +5.0% | -4.6% | +9.6% | -25.3% |
| 3M | +63.8% | -0.7% | +64.4% | +0.1% |
| 6M | -67.8% | +22.2% | -90.0% | -84.9% |
| YTD | -82.4% | +6.6% | -89.0% | -89.8% |
| 1Y | -94.7% | +5.8% | -100.6% | -96.8% |
| All | -94.7% | +4.9% | -99.6% | -96.8% |
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