-80.5%
FCUV vs WWD
+41.9%
-122.4%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | +1.1% | -14.7% | -14.3% |
| 7D | +62.8% | +1.3% | +61.5% | +61.6% |
| 30D | +66.5% | -7.2% | +73.7% | +74.1% |
| 3M | +459.9% | -3.8% | +463.8% | +472.2% |
| 6M | -12.4% | -9.9% | -2.5% | -8.9% |
| YTD | -47.5% | +14.8% | -62.4% | -47.1% |
| 1Y | -80.5% | +42.1% | -122.6% | -80.7% |
| All | -80.5% | +41.9% | -122.4% | -80.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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