-80.5%
FCUV vs WPM
+53.7%
-134.2%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -1.1% | -12.6% | -14.6% |
| 7D | +62.8% | +1.1% | +61.8% | +61.6% |
| 30D | +66.5% | +26.4% | +40.2% | +115.9% |
| 3M | +459.9% | +20.8% | +439.1% | +725.8% |
| 6M | -12.4% | +1.1% | -13.5% | +34.1% |
| YTD | -47.5% | +32.5% | -80.0% | -25.5% |
| 1Y | -80.5% | +51.5% | -132.0% | -70.6% |
| All | -80.5% | +53.7% | -134.2% | -70.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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