-80.5%
FCUV vs WY
-5.4%
-75.1%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -0.1% | -13.6% | -13.2% |
| 7D | +62.8% | -2.6% | +65.5% | +82.3% |
| 30D | +66.5% | -10.9% | +77.4% | +173.4% |
| 3M | +459.9% | -6.0% | +465.9% | +623.9% |
| 6M | -12.4% | -5.6% | -6.7% | +13.6% |
| YTD | -47.5% | -1.1% | -46.4% | -33.4% |
| 1Y | -80.5% | -7.5% | -73.0% | -76.6% |
| All | -80.5% | -5.4% | -75.1% | -76.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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