+985.8%
ASX vs FCUV
-98.2%
+1,084.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +136.0% | -138.0% | -2.3% |
| 7D | +12.4% | +148.8% | -136.4% | +12.1% |
| 30D | -19.8% | +95.0% | -114.8% | -20.0% |
| 3M | -10.3% | +27.8% | -38.1% | -10.6% |
| 6M | +1.2% | +121.0% | -119.7% | -0.2% |
| YTD | +123.0% | -78.1% | +201.2% | +121.2% |
| 1Y | +145.4% | -94.3% | +239.7% | +144.5% |
| 3Y | +368.6% | -98.9% | +467.5% | +365.7% |
| 5Y | +486.0% | -99.7% | +585.7% | +483.7% |
| All | +985.8% | -98.2% | +1,084.0% | +970.1% |
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 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