+7.2%
EMB vs FCUV
-99.9%
+107.1%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -7.0% | +6.8% | -0.2% |
| 7D | 0.0% | -63.8% | +63.8% | +0.1% |
| 30D | -0.3% | -14.7% | +14.4% | -0.3% |
| 3M | -0.3% | +65.3% | -65.6% | -0.8% |
| 6M | +0.7% | -68.5% | +69.2% | +0.8% |
| YTD | +1.3% | -83.0% | +84.3% | +1.6% |
| 1Y | +4.7% | -94.4% | +99.1% | +5.6% |
| 3Y | +30.1% | -99.3% | +129.4% | +32.8% |
| All | +7.2% | -99.9% | +107.1% | +12.0% |
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