+54.2%
RGTI vs FCUV
-99.6%
+153.8%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.3% | -2.5% | +0.7% |
| 7D | +0.5% | -66.5% | +66.9% | +1.5% |
| 30D | -17.1% | +5.0% | -22.1% | -18.1% |
| 3M | -26.0% | +63.8% | -89.8% | -32.3% |
| 6M | -9.9% | -67.8% | +58.0% | -13.8% |
| YTD | -31.1% | -82.4% | +51.3% | -32.6% |
| 1Y | -8.5% | -94.7% | +86.2% | -7.1% |
| 3Y | +652.2% | -99.3% | +751.5% | +680.1% |
| 5Y | +56.8% | -99.9% | +156.6% | +67.3% |
| All | +54.2% | -99.6% | +153.8% | +64.6% |
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 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