-99.9%
FCUV vs WU
-51.6%
-48.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | -0.6% |
| 7D | -72.0% | -5.0% | -67.0% | -76.1% |
| 30D | -8.0% | -2.3% | -5.7% | -18.5% |
| 3M | +66.3% | -3.2% | +69.5% | +58.5% |
| 6M | -75.3% | -25.0% | -50.3% | -73.7% |
| YTD | -83.0% | -21.7% | -61.3% | -82.2% |
| 1Y | -94.7% | -9.0% | -85.7% | -94.8% |
| 3Y | -99.3% | -28.9% | -70.4% | -99.2% |
| 5Y | -99.9% | -51.0% | -48.8% | -99.8% |
| All | -99.9% | -51.6% | -48.3% | -99.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling