-80.5%
FCUV vs WSM
+19.9%
-100.4%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | +2.1% | -15.8% | -12.5% |
| 7D | +62.8% | -3.3% | +66.1% | +60.6% |
| 30D | +66.5% | -8.4% | +74.9% | +60.9% |
| 3M | +459.9% | +9.7% | +450.3% | +421.9% |
| 6M | -12.4% | +16.7% | -29.1% | -20.4% |
| YTD | -47.5% | +28.7% | -76.2% | -51.1% |
| 1Y | -80.5% | +13.7% | -94.2% | -81.8% |
| All | -80.5% | +19.9% | -100.4% | -81.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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