-97.9%
FCUV vs URA
-29.1%
-68.8%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.8% | +2.2% | -2.7% |
| 7D | +2.4% | +4.5% | -2.1% | +3.8% |
| 30D | -25.9% | -13.4% | -12.5% | -29.3% |
| 3M | -44.8% | -28.4% | -16.3% | -49.6% |
| 6M | -3.5% | -40.5% | +37.0% | -0.7% |
| YTD | -90.7% | -24.3% | -66.5% | -90.4% |
| 1Y | -97.9% | -28.8% | -69.0% | -97.7% |
| All | -97.9% | -29.1% | -68.8% | -97.7% |
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