-25.6%
EFX vs FCUV
-81.1%
+55.5%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -13.7% | +7.3% | -6.4% |
| 7D | -8.6% | +62.8% | -71.5% | -8.4% |
| 30D | +0.1% | +66.5% | -66.4% | +0.4% |
| 3M | +3.8% | +459.9% | -456.1% | +5.9% |
| 6M | -13.5% | -12.4% | -1.1% | -11.2% |
| YTD | -17.7% | -47.5% | +29.9% | -14.6% |
| 1Y | -25.6% | -80.5% | +54.9% | -21.7% |
| All | -25.6% | -81.1% | +55.5% | -21.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling