-86.1%
OPEN vs FCUV
-95.0%
+8.9%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +136.0% | -139.6% | -3.5% |
| 7D | -15.0% | +148.8% | -163.8% | -14.8% |
| 30D | -40.2% | +95.0% | -135.2% | -40.1% |
| 3M | -67.4% | +27.8% | -95.2% | -67.3% |
| 6M | -74.0% | +121.0% | -195.0% | -73.8% |
| YTD | -79.6% | -78.1% | -1.4% | -78.4% |
| 1Y | -86.1% | -94.3% | +8.2% | -85.6% |
| All | -86.1% | -95.0% | +8.9% | -85.6% |
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