-80.5%
FCUV vs WU
-8.3%
-72.2%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -1.0% | -12.7% | -19.6% |
| 7D | +62.8% | -0.8% | +63.7% | +45.2% |
| 30D | +66.5% | -1.1% | +67.6% | +30.7% |
| 3M | +459.9% | -3.9% | +463.8% | +628.8% |
| 6M | -12.4% | -20.7% | +8.3% | +27.8% |
| YTD | -47.5% | -18.4% | -29.2% | -23.5% |
| 1Y | -80.5% | -8.1% | -72.4% | -73.1% |
| All | -80.5% | -8.3% | -72.2% | -73.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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