-80.5%
FCUV vs Z
-58.8%
-21.7%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -2.1% | -11.5% | -11.9% |
| 7D | +62.8% | -3.0% | +65.8% | +67.7% |
| 30D | +66.5% | -4.2% | +70.7% | +73.3% |
| 3M | +459.9% | -3.7% | +463.6% | +468.3% |
| 6M | -12.4% | -24.5% | +12.1% | +0.5% |
| YTD | -47.5% | -49.3% | +1.8% | -34.1% |
| 1Y | -80.5% | -58.7% | -21.8% | -75.9% |
| All | -80.5% | -58.8% | -21.7% | -75.9% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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