-98.9%
FCUV vs WCC
+134.5%
-233.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +136.0% | -1.7% | +137.7% | +136.4% |
| 7D | +148.8% | +9.9% | +138.8% | +140.7% |
| 30D | +95.0% | -8.4% | +103.5% | +99.2% |
| 3M | +27.8% | -10.3% | +38.1% | +28.4% |
| 6M | +121.0% | -10.5% | +131.5% | +119.1% |
| YTD | -78.1% | +32.2% | -110.3% | -82.0% |
| 1Y | -94.3% | +25.5% | -119.8% | -95.2% |
| 3Y | -98.9% | +134.7% | -233.6% | -99.3% |
| All | -98.9% | +134.5% | -233.4% | -99.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 3y: compounded portfolio wealth divided by compounded WCC 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…
3y analysis · Full analysis span regression · 6 months rolling