+469.4%
ASX vs FCUV
-99.9%
+569.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -1.6% | +10.2% | +8.6% |
| 7D | -12.3% | -15.4% | +3.1% | -12.2% |
| 30D | -26.0% | -32.9% | +6.9% | -25.8% |
| 3M | -8.1% | -46.2% | +38.1% | -8.3% |
| 6M | +1.4% | -30.0% | +31.4% | -1.0% |
| YTD | +115.6% | -91.4% | +206.9% | +119.4% |
| 1Y | +128.0% | -98.1% | +226.1% | +143.8% |
| 3Y | +371.4% | -99.6% | +471.0% | +416.2% |
| 5Y | +469.4% | -99.9% | +569.3% | +588.3% |
| All | +469.4% | -99.9% | +569.3% | +588.3% |
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