-98.0%
FCUV vs WTW
+8.6%
-106.6%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +3.0% | -10.5% | -9.2% |
| 7D | -8.6% | +4.9% | -13.5% | -11.2% |
| 30D | -25.9% | +17.1% | -43.0% | -33.6% |
| 3M | -69.8% | -0.3% | -69.5% | -68.8% |
| 6M | -31.6% | +30.7% | -62.3% | -40.0% |
| YTD | -90.1% | +3.7% | -93.9% | -90.2% |
| 1Y | -98.0% | +5.9% | -103.9% | -98.0% |
| All | -98.0% | +8.6% | -106.6% | -98.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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