-95.9%
FCUV vs WCN
+429.8%
-525.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -1.2% | -5.9% | -6.7% |
| 7D | -63.8% | -1.7% | -62.0% | -63.4% |
| 30D | -14.7% | -3.0% | -11.7% | -13.6% |
| 3M | +65.3% | +2.5% | +62.8% | +65.7% |
| 6M | -68.5% | -5.7% | -62.8% | -68.1% |
| YTD | -83.0% | -7.4% | -75.6% | -82.8% |
| 1Y | -94.4% | -8.6% | -85.8% | -94.3% |
| 3Y | -99.3% | +19.4% | -118.7% | -99.3% |
| 5Y | -99.9% | +27.2% | -127.1% | -99.9% |
| 10Y | -98.6% | +238.5% | -337.1% | -98.9% |
| All | -95.9% | +429.8% | -525.7% | -97.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling