-80.5%
FCUV vs WST
+37.6%
-118.1%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -0.8% | -12.9% | -13.3% |
| 7D | +62.8% | +0.7% | +62.1% | +62.5% |
| 30D | +66.5% | -3.1% | +69.7% | +67.8% |
| 3M | +459.9% | +7.2% | +452.7% | +448.4% |
| 6M | -12.4% | +36.8% | -49.2% | -17.7% |
| YTD | -47.5% | +23.8% | -71.4% | -49.6% |
| 1Y | -80.5% | +37.8% | -118.3% | -82.8% |
| All | -80.5% | +37.6% | -118.1% | -82.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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