+21.7%
ELV vs FCUV
-99.8%
+121.5%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +3.7% | +1.8% | +5.5% |
| 7D | +2.8% | -66.5% | +69.2% | +2.9% |
| 30D | +4.9% | +5.0% | -0.1% | +4.8% |
| 3M | +4.9% | +63.8% | -58.9% | +4.1% |
| 6M | +45.1% | -67.8% | +112.9% | +45.3% |
| YTD | +20.7% | -82.4% | +103.1% | +21.4% |
| 1Y | +35.0% | -94.7% | +129.8% | +37.3% |
| 3Y | -2.4% | -99.3% | +96.8% | -0.1% |
| All | +21.7% | -99.8% | +121.5% | +26.7% |
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 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