-99.3%
FCUV vs WWD
+164.0%
-263.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +1.9% | +1.4% |
| 7D | -72.0% | -2.9% | -69.1% | -70.8% |
| 30D | -8.0% | -6.6% | -1.4% | -2.5% |
| 3M | +66.3% | -9.3% | +75.6% | +79.1% |
| 6M | -75.3% | -13.6% | -61.7% | -72.9% |
| YTD | -83.0% | +10.4% | -93.3% | -83.4% |
| 1Y | -94.7% | +39.9% | -134.5% | -95.5% |
| All | -99.3% | +164.0% | -263.3% | -99.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling