-94.3%
FCUV vs TXT
+1.6%
-95.9%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +136.0% | -0.8% | +136.8% | +135.0% |
| 7D | +148.8% | +0.1% | +148.6% | +150.4% |
| 30D | +95.0% | +13.3% | +81.7% | +134.0% |
| 3M | +27.8% | -5.0% | +32.8% | +18.8% |
| 6M | +121.0% | -8.4% | +129.4% | +124.9% |
| YTD | -78.1% | -4.0% | -74.2% | -79.0% |
| 1Y | -94.3% | +2.8% | -97.0% | -94.7% |
| All | -94.3% | +1.6% | -95.9% | -94.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 TXT 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