+55.0%
ACWI vs FCUV
-99.9%
+154.9%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.9% | +2.8% | 0.0% |
| 7D | -2.4% | -13.0% | +10.6% | -2.3% |
| 30D | -5.2% | -36.9% | +31.7% | -5.0% |
| 3M | -4.8% | -65.3% | +60.5% | -4.7% |
| 6M | -1.3% | -32.9% | +31.6% | -2.9% |
| YTD | +8.4% | -91.2% | +99.6% | +9.5% |
| 1Y | +11.0% | -98.2% | +109.2% | +15.6% |
| 3Y | +70.6% | -99.6% | +170.1% | +80.6% |
| All | +55.0% | -99.9% | +154.9% | +74.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling