+133.0%
ASX vs FCUV
-98.0%
+231.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +4.6% | -1.4% | +3.3% |
| 7D | -9.1% | -15.3% | +6.2% | -9.2% |
| 30D | -23.6% | -29.7% | +6.2% | -23.7% |
| 3M | -5.6% | -54.5% | +48.9% | -5.8% |
| 6M | +4.7% | -26.7% | +31.4% | +6.2% |
| YTD | +122.6% | -91.0% | +213.5% | +119.6% |
| 1Y | +133.0% | -98.0% | +231.0% | +129.9% |
| All | +133.0% | -98.0% | +231.0% | +129.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling