-80.5%
FCUV vs WTW
+3.0%
-83.5%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -2.1% | -11.5% | -12.7% |
| 7D | +62.8% | -2.6% | +65.5% | +65.0% |
| 30D | +66.5% | -1.0% | +67.5% | +66.8% |
| 3M | +459.9% | +29.9% | +430.0% | +380.3% |
| 6M | -12.4% | +10.7% | -23.1% | -18.8% |
| YTD | -47.5% | +2.6% | -50.1% | -48.6% |
| 1Y | -80.5% | +2.8% | -83.3% | -79.6% |
| All | -80.5% | +3.0% | -83.5% | -79.6% |
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