+22.0%
FUSI vs SPY
+99.2%
-77.3%
-0.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.4% | 0.0% |
| 7D | -0.2% | -0.4% | +0.1% | -0.2% |
| 30D | +0.1% | -1.4% | +1.5% | +0.2% |
| 3M | +1.0% | +3.7% | -2.7% | +1.0% |
| 6M | +2.6% | +13.0% | -10.4% | +2.6% |
| YTD | +3.5% | +12.4% | -8.9% | +3.5% |
| 1Y | +4.8% | +18.5% | -13.8% | +4.7% |
| 3Y | +17.8% | +77.6% | -59.8% | +17.8% |
| All | +22.0% | +99.2% | -77.3% | +22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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