+992.0%
ASX vs FCUV
-98.6%
+1,090.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -7.0% | +10.6% | +3.6% |
| 7D | +11.1% | -63.8% | +74.9% | +11.2% |
| 30D | +9.6% | -14.7% | +24.3% | +9.5% |
| 3M | +18.6% | +65.3% | -46.7% | +17.2% |
| 6M | +92.1% | -68.5% | +160.6% | +90.5% |
| YTD | +158.5% | -83.0% | +241.5% | +156.7% |
| 1Y | +271.9% | -94.4% | +366.3% | +270.6% |
| 3Y | +465.2% | -99.3% | +564.5% | +462.8% |
| 5Y | +479.4% | -99.9% | +579.3% | +478.1% |
| 10Y | +992.0% | -98.6% | +1,090.6% | +974.7% |
| All | +992.0% | -98.6% | +1,090.6% | +974.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling