-5.0%
CI vs FCUV
-94.3%
+89.3%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.5% | +0.5% | +1.0% |
| 7D | -1.3% | -72.0% | +70.6% | -1.9% |
| 30D | +3.1% | -8.0% | +11.1% | +3.5% |
| 3M | -4.5% | +66.3% | -70.8% | -1.6% |
| 6M | +8.3% | -75.3% | +83.6% | +9.6% |
| YTD | +3.8% | -83.0% | +86.8% | +4.6% |
| 1Y | -5.0% | -94.7% | +89.6% | -6.9% |
| All | -5.0% | -94.3% | +89.3% | -6.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling