-99.9%
FCUV vs WPM
+252.7%
-352.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.7% | +4.1% | -0.3% |
| 7D | -72.0% | -3.6% | -68.4% | -72.2% |
| 30D | -8.0% | +12.5% | -20.5% | -5.5% |
| 3M | +66.3% | +40.6% | +25.7% | +77.8% |
| 6M | -75.3% | +0.5% | -75.8% | -72.1% |
| YTD | -83.0% | +29.0% | -112.0% | -81.7% |
| 1Y | -94.7% | +43.8% | -138.5% | -94.4% |
| 3Y | -99.3% | +266.3% | -365.5% | -99.3% |
| 5Y | -99.9% | +255.1% | -355.0% | -99.9% |
| All | -99.9% | +252.7% | -352.5% | -99.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling