-98.0%
FCUV vs WPM
+38.8%
-136.8%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +12.0% | -19.5% | +3.1% |
| 7D | -8.6% | +3.9% | -12.5% | -5.0% |
| 30D | -25.9% | -3.5% | -22.4% | -28.4% |
| 3M | -69.8% | +14.1% | -83.9% | -61.9% |
| 6M | -31.6% | +6.2% | -37.9% | -9.9% |
| YTD | -90.1% | +12.4% | -102.5% | -86.6% |
| 1Y | -98.0% | +40.0% | -137.9% | -97.2% |
| All | -98.0% | +38.8% | -136.8% | -97.2% |
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