-51.7%
FIG vs FCUV
-98.1%
+46.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -7.5% | +12.7% | +5.3% |
| 7D | -4.7% | -8.6% | +3.9% | -4.6% |
| 30D | +0.5% | -25.9% | +26.5% | +0.8% |
| 3M | -18.4% | -69.8% | +51.4% | -18.0% |
| 6M | +10.9% | -31.6% | +42.5% | +8.3% |
| YTD | -40.8% | -90.1% | +49.3% | -41.6% |
| 1Y | -51.7% | -98.0% | +46.3% | -52.4% |
| All | -51.7% | -98.1% | +46.4% | -52.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FCUV.
Daily Out/Under-Performance
Portfolio return minus FCUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCUV 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 FCUV 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