-95.6%
FCUV vs WWD
+616.9%
-712.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -65.2% | -2.0% | -63.2% | -64.7% |
| 7D | -47.9% | +0.8% | -48.7% | -47.5% |
| 30D | +13.7% | -6.4% | +20.1% | +16.4% |
| 3M | +97.0% | -5.6% | +102.6% | +101.9% |
| 6M | -66.1% | -9.1% | -57.0% | -65.1% |
| YTD | -81.8% | +12.5% | -94.3% | -82.1% |
| 1Y | -93.3% | +41.3% | -134.6% | -93.8% |
| 3Y | -99.2% | +170.2% | -269.4% | -99.4% |
| 5Y | -99.9% | +192.5% | -292.3% | -99.9% |
| 10Y | -98.5% | +476.9% | -575.4% | -98.9% |
| All | -95.6% | +616.9% | -712.5% | -96.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling