-98.0%
FCUV vs WCN
+16.1%
-114.1%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +2.8% | -10.3% | -9.3% |
| 7D | -8.6% | +6.7% | -15.3% | -12.7% |
| 30D | -25.9% | +24.3% | -50.2% | -39.0% |
| 3M | -69.8% | +16.1% | -85.9% | -72.6% |
| 6M | -31.6% | +19.9% | -51.6% | -41.9% |
| YTD | -90.1% | +10.1% | -100.2% | -91.7% |
| 1Y | -98.0% | +14.4% | -112.4% | -98.3% |
| All | -98.0% | +16.1% | -114.1% | -98.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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