+477.7%
ASX vs FCUV
-99.8%
+577.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -65.2% | +71.3% | +6.4% |
| 7D | +6.3% | -47.9% | +54.2% | +6.3% |
| 30D | +6.4% | +13.7% | -7.2% | +5.8% |
| 3M | +13.1% | +97.0% | -83.9% | +9.3% |
| 6M | +90.3% | -66.1% | +156.4% | +89.9% |
| YTD | +149.6% | -81.8% | +231.4% | +152.8% |
| 1Y | +249.2% | -93.3% | +342.5% | +262.5% |
| 3Y | +445.9% | -99.2% | +545.1% | +492.2% |
| 5Y | +477.7% | -99.9% | +577.6% | +563.4% |
| All | +477.7% | -99.8% | +577.6% | +563.4% |
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