+158.8%
B vs FCUV
-99.9%
+258.7%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -7.0% | +8.1% | +1.1% |
| 7D | +1.0% | -63.8% | +64.8% | +1.0% |
| 30D | +9.5% | -14.7% | +24.2% | +9.6% |
| 3M | +14.3% | +65.3% | -51.0% | +15.5% |
| 6M | -1.9% | -68.5% | +66.6% | +0.6% |
| YTD | +4.1% | -83.0% | +87.1% | +7.5% |
| 1Y | +56.1% | -94.4% | +150.5% | +63.1% |
| 3Y | +202.0% | -99.3% | +301.3% | +214.3% |
| 5Y | +158.8% | -99.9% | +258.7% | +173.3% |
| All | +158.8% | -99.9% | +258.7% | +173.3% |
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