+27.0%
ALL vs FCUV
-81.1%
+108.1%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -13.7% | +12.3% | -1.4% |
| 7D | 0.0% | +62.8% | -62.8% | +0.1% |
| 30D | -1.5% | +66.5% | -68.0% | -1.4% |
| 3M | +23.6% | +459.9% | -436.3% | +24.0% |
| 6M | +22.3% | -12.4% | +34.7% | +19.8% |
| YTD | +26.5% | -47.5% | +74.0% | +23.4% |
| 1Y | +27.0% | -80.5% | +107.5% | +21.1% |
| All | +27.0% | -81.1% | +108.1% | +21.1% |
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