+116.1%
ALL vs FCUV
-99.9%
+215.9%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -7.0% | +7.1% | +0.1% |
| 7D | -2.2% | -63.8% | +61.5% | -2.2% |
| 30D | -5.6% | -14.7% | +9.1% | -5.5% |
| 3M | +17.2% | +65.3% | -48.1% | +17.1% |
| 6M | +23.2% | -68.5% | +91.7% | +23.3% |
| YTD | +23.6% | -83.0% | +106.6% | +23.9% |
| 1Y | +29.2% | -94.4% | +123.6% | +29.9% |
| 3Y | +153.8% | -99.3% | +253.1% | +159.2% |
| 5Y | +116.1% | -99.9% | +215.9% | +126.4% |
| All | +116.1% | -99.9% | +215.9% | +126.4% |
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 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