+965.1%
ASX vs FCUV
-87.2%
+1,052.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -13.7% | +13.9% | +0.2% |
| 7D | -0.7% | +62.8% | -63.5% | -0.9% |
| 30D | +2.0% | +66.5% | -64.5% | +1.8% |
| 3M | -1.3% | +459.9% | -461.3% | -2.7% |
| 6M | +71.4% | -12.4% | +83.8% | +69.7% |
| YTD | +135.3% | -47.5% | +182.9% | +133.3% |
| 1Y | +267.5% | -80.5% | +348.0% | +265.3% |
| 3Y | +388.5% | -97.6% | +486.1% | +385.4% |
| 5Y | +417.1% | -99.5% | +516.6% | +415.0% |
| 10Y | +872.7% | -95.8% | +968.5% | +856.8% |
| All | +965.1% | -87.2% | +1,052.4% | +969.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling