-94.7%
FCUV vs WU
-9.1%
-85.7%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.6% | +2.7% | +6.8% |
| 7D | -66.5% | -3.5% | -63.0% | -82.3% |
| 30D | +5.0% | -2.9% | +7.9% | -48.6% |
| 3M | +63.8% | -2.3% | +66.1% | +8.3% |
| 6M | -67.8% | -25.4% | -42.5% | -74.6% |
| YTD | -82.4% | -21.2% | -61.2% | -86.4% |
| 1Y | -94.7% | -8.9% | -85.9% | -96.3% |
| All | -94.7% | -9.1% | -85.7% | -96.3% |
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