-35.5%
DOW vs FCUV
-99.9%
+64.4%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.4% | +0.8% |
| 7D | -2.4% | -72.0% | +69.6% | -1.7% |
| 30D | -4.1% | -8.0% | +3.9% | -4.5% |
| 3M | -12.4% | +66.3% | -78.7% | -15.3% |
| 6M | -10.6% | -75.3% | +64.7% | -10.6% |
| YTD | +31.1% | -83.0% | +114.0% | +31.8% |
| 1Y | +30.5% | -94.7% | +125.2% | +34.2% |
| 3Y | -34.4% | -99.3% | +64.9% | -30.5% |
| 5Y | -35.5% | -99.9% | +64.4% | -27.5% |
| All | -35.5% | -99.9% | +64.4% | -27.5% |
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 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