+146.1%
LITE vs FCUV
-98.0%
+244.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.6% | -2.0% | -3.6% |
| 7D | +22.6% | +2.4% | +20.2% | +22.6% |
| 30D | -36.8% | -25.9% | -10.8% | -36.9% |
| 3M | -33.0% | -44.8% | +11.7% | -33.2% |
| 6M | -37.1% | -3.5% | -33.6% | -37.0% |
| YTD | +69.5% | -90.7% | +160.2% | +67.3% |
| 1Y | +146.1% | -97.9% | +244.0% | +146.5% |
| All | +146.1% | -98.0% | +244.1% | +146.5% |
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