-80.5%
FCUV vs URA
+17.2%
-97.8%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | +0.8% | -14.4% | -13.6% |
| 7D | +62.8% | +1.1% | +61.8% | +62.8% |
| 30D | +66.5% | +7.4% | +59.1% | +68.7% |
| 3M | +459.9% | -8.4% | +468.3% | +508.8% |
| 6M | -12.4% | -12.7% | +0.3% | -3.9% |
| YTD | -47.5% | +7.8% | -55.3% | -46.0% |
| 1Y | -80.5% | +19.5% | -100.0% | -77.5% |
| All | -80.5% | +17.2% | -97.8% | -77.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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