-0.3%
SPOT vs FCUV
-98.1%
+97.8%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -7.5% | +12.1% | +4.6% |
| 7D | +16.6% | -8.6% | +25.2% | +16.5% |
| 30D | +29.9% | -25.9% | +55.9% | +29.7% |
| 3M | +31.3% | -69.8% | +101.1% | +31.0% |
| 6M | +43.2% | -31.6% | +74.8% | +49.1% |
| YTD | +8.1% | -90.1% | +98.2% | +15.5% |
| 1Y | -0.3% | -98.0% | +97.7% | -3.6% |
| All | -0.3% | -98.1% | +97.8% | -3.6% |
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