+475.0%
DINO vs FCUV
-98.6%
+573.5%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.3% | -3.1% | +0.1% |
| 7D | +2.3% | -66.5% | +68.8% | +2.3% |
| 30D | +22.6% | +5.0% | +17.7% | +22.6% |
| 3M | +55.2% | +63.8% | -8.6% | +55.0% |
| 6M | +93.8% | -67.8% | +161.6% | +93.7% |
| YTD | +139.5% | -82.4% | +221.9% | +139.6% |
| 1Y | +115.3% | -94.7% | +210.1% | +115.6% |
| 3Y | +98.8% | -99.3% | +198.0% | +98.9% |
| 5Y | +333.5% | -99.9% | +433.3% | +333.7% |
| All | +475.0% | -98.6% | +573.5% | +431.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling