-80.5%
FCUV vs ULTA
+6.6%
-87.1%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | +1.3% | -14.9% | -13.4% |
| 7D | +62.8% | +9.0% | +53.8% | +65.8% |
| 30D | +66.5% | +4.6% | +61.9% | +68.1% |
| 3M | +459.9% | +22.0% | +438.0% | +444.9% |
| 6M | -12.4% | -14.7% | +2.3% | +2.1% |
| YTD | -47.5% | -6.8% | -40.8% | -42.3% |
| 1Y | -80.5% | +6.5% | -87.0% | -79.0% |
| All | -80.5% | +6.6% | -87.1% | -79.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ULTA.
Daily Out/Under-Performance
Portfolio return minus ULTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ULTA 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 ULTA 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