-99.8%
FCUV vs ZCMD
-100.0%
+0.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZCMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -7.1% | +10.3% | +2.8% |
| 7D | -66.5% | -5.4% | -61.0% | -66.6% |
| 30D | +5.0% | -24.8% | +29.8% | +3.4% |
| 3M | +63.8% | -62.8% | +126.6% | +71.0% |
| 6M | -67.8% | -99.5% | +31.7% | -68.2% |
| YTD | -82.4% | -99.8% | +17.4% | -82.8% |
| 1Y | -94.7% | -99.9% | +5.2% | -95.0% |
| 3Y | -99.3% | -100.0% | +0.7% | -99.3% |
| All | -99.8% | -100.0% | +0.2% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ZCMD.
Daily Out/Under-Performance
Portfolio return minus ZCMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZCMD 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 5y: compounded portfolio wealth divided by compounded ZCMD 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…
5y analysis · Full analysis span regression · 6 months rolling