-22.9%
SPOT vs FCUV
-81.1%
+58.2%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -13.7% | +10.5% | -3.2% |
| 7D | -0.9% | +62.8% | -63.8% | -0.6% |
| 30D | +12.5% | +66.5% | -54.0% | +13.0% |
| 3M | +9.9% | +459.9% | -450.1% | +14.6% |
| 6M | +1.6% | -12.4% | +13.9% | +7.6% |
| YTD | -6.6% | -47.5% | +40.9% | -1.0% |
| 1Y | -22.9% | -80.5% | +57.6% | -24.6% |
| All | -22.9% | -81.1% | +58.2% | -24.6% |
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