+7.1%
USAR vs FCUV
-94.5%
+101.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.3% | -6.3% | -3.0% |
| 7D | -11.6% | -66.5% | +54.8% | -11.4% |
| 30D | -15.5% | +5.0% | -20.5% | -15.7% |
| 3M | -31.0% | +63.8% | -94.8% | -32.0% |
| 6M | -26.2% | -67.8% | +41.6% | -22.5% |
| YTD | +30.8% | -82.4% | +113.2% | +43.8% |
| 1Y | +7.1% | -94.7% | +101.8% | +38.8% |
| All | +7.1% | -94.5% | +101.5% | +38.8% |
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