+319.1%
DELL vs FCUV
-81.1%
+400.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -13.7% | +15.2% | +1.6% |
| 7D | +14.9% | +62.8% | -48.0% | +14.7% |
| 30D | +13.3% | +66.5% | -53.2% | +13.1% |
| 3M | +24.4% | +459.9% | -435.6% | +23.1% |
| 6M | +258.0% | -12.4% | +270.4% | +264.2% |
| YTD | +320.2% | -47.5% | +367.7% | +337.1% |
| 1Y | +319.1% | -80.5% | +399.6% | +355.8% |
| All | +319.1% | -81.1% | +400.2% | +355.8% |
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