-95.9%
FCUV vs ZBRA
+385.7%
-481.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.5% |
| 7D | -72.0% | -3.8% | -68.2% | -71.2% |
| 30D | -8.0% | -10.2% | +2.2% | -3.7% |
| 3M | +66.3% | +58.7% | +7.6% | +43.5% |
| 6M | -75.3% | +61.9% | -137.2% | -78.9% |
| YTD | -83.0% | +41.7% | -124.6% | -85.0% |
| 1Y | -94.7% | +12.4% | -107.0% | -95.0% |
| 3Y | -99.3% | +34.2% | -133.5% | -99.3% |
| 5Y | -99.9% | -40.8% | -59.1% | -99.9% |
| 10Y | -98.6% | +420.3% | -518.9% | -99.0% |
| All | -95.9% | +385.7% | -481.5% | -96.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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