-95.9%
FCUV vs UUUU
+75.2%
-171.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.3% | +6.8% | +1.2% |
| 7D | -72.0% | -5.0% | -66.9% | -71.9% |
| 30D | -8.0% | -7.8% | -0.2% | -7.6% |
| 3M | +66.3% | -0.4% | +66.7% | +62.9% |
| 6M | -75.3% | -32.9% | -42.4% | -74.5% |
| YTD | -83.0% | -6.3% | -76.7% | -83.3% |
| 1Y | -94.7% | +7.9% | -102.6% | -95.0% |
| 3Y | -99.3% | +85.2% | -184.5% | -99.4% |
| 5Y | -99.9% | +97.0% | -196.8% | -99.9% |
| 10Y | -98.6% | +492.6% | -591.2% | -99.2% |
| All | -95.9% | +75.2% | -171.1% | -97.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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