+4,782.6%
DELL vs FCUV
-98.6%
+4,881.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -7.0% | +7.3% | +0.3% |
| 7D | +8.7% | -63.8% | +72.5% | +9.0% |
| 30D | +16.9% | -14.7% | +31.6% | +16.8% |
| 3M | +40.4% | +65.3% | -24.9% | +38.0% |
| 6M | +267.1% | -68.5% | +335.6% | +262.3% |
| YTD | +329.1% | -83.0% | +412.1% | +324.4% |
| 1Y | +346.9% | -94.4% | +441.3% | +343.7% |
| 3Y | +696.6% | -99.3% | +795.9% | +690.7% |
| 5Y | +1,106.2% | -99.9% | +1,206.0% | +1,099.5% |
| 10Y | +4,177.7% | -98.6% | +4,276.4% | +4,137.4% |
| All | +4,782.6% | -98.6% | +4,881.2% | +4,736.6% |
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