-97.9%
FCUV vs WST
+49.0%
-146.9%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.3% | -1.5% |
| 7D | +2.4% | +4.9% | -2.5% | +0.2% |
| 30D | -25.9% | +10.7% | -36.6% | -29.3% |
| 3M | -44.8% | +16.8% | -61.6% | -48.5% |
| 6M | -3.5% | +32.0% | -35.4% | -13.5% |
| YTD | -90.7% | +49.9% | -140.7% | -91.9% |
| 1Y | -97.9% | +50.6% | -148.5% | -98.1% |
| All | -97.9% | +49.0% | -146.9% | -98.1% |
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