+32.7%
ED vs FCUV
-99.2%
+131.9%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -7.0% | +6.3% | -0.7% |
| 7D | -0.2% | -63.8% | +63.6% | -0.3% |
| 30D | +1.9% | -14.7% | +16.6% | +2.0% |
| 3M | +1.9% | +65.3% | -63.5% | +2.5% |
| 6M | -2.3% | -68.5% | +66.2% | -1.9% |
| YTD | +10.9% | -83.0% | +93.9% | +11.3% |
| 1Y | +14.5% | -94.4% | +108.9% | +14.9% |
| All | +32.7% | -99.2% | +131.9% | +34.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling