+82.7%
ASML vs FCUV
-99.7%
+182.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +136.0% | -136.1% | -0.7% |
| 7D | +4.9% | +148.8% | -143.8% | +4.3% |
| 30D | -9.3% | +95.0% | -104.3% | -9.7% |
| 3M | -19.0% | +27.8% | -46.8% | -19.5% |
| 6M | -5.2% | +121.0% | -126.2% | -8.0% |
| YTD | +40.6% | -78.1% | +118.8% | +44.6% |
| 1Y | +47.5% | -94.3% | +141.8% | +58.4% |
| 3Y | +133.9% | -98.9% | +232.8% | +163.9% |
| All | +82.7% | -99.7% | +182.4% | +131.1% |
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 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