+1,145.9%
DELL vs FCUV
-99.8%
+1,245.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +3.3% | +8.7% | +11.9% |
| 7D | +8.2% | -66.5% | +74.7% | +9.0% |
| 30D | +17.1% | +5.0% | +12.1% | +16.5% |
| 3M | +45.2% | +63.8% | -18.6% | +39.3% |
| 6M | +286.8% | -67.8% | +354.6% | +283.3% |
| YTD | +354.8% | -82.4% | +437.2% | +357.2% |
| 1Y | +358.3% | -94.7% | +453.0% | +376.5% |
| 3Y | +724.9% | -99.3% | +824.2% | +785.7% |
| All | +1,145.9% | -99.8% | +1,245.8% | +1,359.3% |
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