-70.8%
OPEN vs FCUV
-98.3%
+27.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -13.7% | +14.3% | +0.9% |
| 7D | -4.3% | +62.8% | -67.1% | -5.3% |
| 30D | -16.2% | +66.5% | -82.7% | -17.5% |
| 3M | -36.4% | +459.9% | -496.3% | -43.3% |
| 6M | -35.5% | -12.4% | -23.1% | -39.0% |
| YTD | -46.0% | -47.5% | +1.6% | -47.8% |
| 1Y | -47.1% | -80.5% | +33.4% | -46.7% |
| 3Y | -19.0% | -97.6% | +78.6% | -18.2% |
| 5Y | -83.6% | -99.5% | +16.0% | -82.3% |
| All | -70.8% | -98.3% | +27.4% | -71.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling