-49.8%
USAR vs FCUV
-98.1%
+48.3%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -7.5% | +1.7% | -5.8% |
| 7D | -21.8% | -8.6% | -13.2% | -21.7% |
| 30D | -39.9% | -25.9% | -14.0% | -39.8% |
| 3M | -52.5% | -69.8% | +17.3% | -52.4% |
| 6M | -67.9% | -31.6% | -36.3% | -67.8% |
| YTD | -31.1% | -90.1% | +59.0% | -21.0% |
| 1Y | -49.8% | -98.0% | +48.2% | -41.4% |
| All | -49.8% | -98.1% | +48.3% | -41.4% |
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