-95.6%
FCUV vs WPM
+797.2%
-892.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -65.2% | +0.1% | -65.3% | -65.2% |
| 7D | -47.9% | +7.0% | -55.0% | -47.8% |
| 30D | +13.7% | +15.7% | -2.1% | +14.3% |
| 3M | +97.0% | +35.2% | +61.8% | +99.2% |
| 6M | -66.1% | +6.1% | -72.2% | -64.9% |
| YTD | -81.8% | +32.6% | -114.3% | -81.6% |
| 1Y | -93.3% | +46.9% | -140.2% | -93.3% |
| 3Y | -99.2% | +276.3% | -375.5% | -99.3% |
| 5Y | -99.9% | +260.0% | -359.9% | -99.9% |
| 10Y | -98.5% | +508.5% | -607.0% | -98.8% |
| All | -95.6% | +797.2% | -892.8% | -96.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling