-99.3%
FCUV vs TRU
+226.0%
-325.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.8% | -6.2% | -6.8% |
| 7D | -63.8% | -6.5% | -57.3% | -62.2% |
| 30D | -14.7% | -2.5% | -12.2% | -12.3% |
| 3M | +65.3% | +10.4% | +55.0% | +58.2% |
| 6M | -68.5% | +1.6% | -70.1% | -69.1% |
| YTD | -83.0% | -9.7% | -73.3% | -82.6% |
| 1Y | -94.4% | -17.3% | -77.2% | -94.1% |
| 3Y | -99.3% | -1.8% | -97.4% | -99.3% |
| 5Y | -99.9% | -36.2% | -63.6% | -99.9% |
| 10Y | -98.6% | +143.2% | -241.9% | -99.1% |
| All | -99.3% | +226.0% | -325.3% | -99.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling