-99.3%
FCUV vs TRU
-1.3%
-98.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.0% | +2.3% | +3.1% |
| 7D | -66.5% | -2.7% | -63.7% | -66.1% |
| 30D | +5.0% | -2.0% | +7.0% | +6.4% |
| 3M | +63.8% | +18.4% | +45.4% | +53.1% |
| 6M | -67.8% | +8.9% | -76.7% | -69.4% |
| YTD | -82.4% | -8.9% | -73.5% | -82.2% |
| 1Y | -94.7% | -15.9% | -78.9% | -94.6% |
| 3Y | -99.3% | -1.1% | -98.2% | -99.3% |
| All | -99.3% | -1.3% | -98.0% | -99.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 3y: compounded portfolio wealth divided by compounded TRU 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…
3y analysis · Full analysis span regression · 6 months rolling