-47.1%
OPEN vs FCUV
-81.1%
+34.0%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -13.7% | +14.3% | +0.7% |
| 7D | -4.3% | +62.8% | -67.1% | -4.5% |
| 30D | -16.2% | +66.5% | -82.7% | -16.5% |
| 3M | -36.4% | +459.9% | -496.3% | -37.1% |
| 6M | -35.5% | -12.4% | -23.1% | -28.4% |
| YTD | -46.0% | -47.5% | +1.6% | -34.3% |
| 1Y | -47.1% | -80.5% | +33.4% | -26.5% |
| All | -47.1% | -81.1% | +34.0% | -26.5% |
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