+1,008.9%
BE vs FCUV
-99.8%
+1,108.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -65.2% | +74.9% | +10.3% |
| 7D | +29.8% | -47.9% | +77.7% | +29.9% |
| 30D | +26.4% | +13.7% | +12.7% | +25.1% |
| 3M | +9.3% | +97.0% | -87.7% | +2.4% |
| 6M | +105.1% | -66.1% | +171.2% | +98.6% |
| YTD | +219.0% | -81.8% | +300.8% | +215.3% |
| 1Y | +418.8% | -93.3% | +512.0% | +426.9% |
| 3Y | +1,784.6% | -99.2% | +1,883.8% | +1,826.4% |
| 5Y | +1,251.0% | -99.9% | +1,350.8% | +1,329.9% |
| All | +1,008.9% | -99.8% | +1,108.6% | +912.0% |
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