+49.9%
AR vs FCUV
-99.2%
+149.2%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -7.0% | +7.1% | +0.1% |
| 7D | -1.2% | -63.8% | +62.6% | -1.0% |
| 30D | +5.5% | -14.7% | +20.2% | +5.4% |
| 3M | +12.9% | +65.3% | -52.4% | +11.0% |
| 6M | +0.1% | -68.5% | +68.6% | -1.9% |
| YTD | +13.5% | -83.0% | +96.6% | +11.2% |
| 1Y | +21.6% | -94.4% | +116.0% | +19.3% |
| All | +49.9% | -99.2% | +149.2% | +40.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling