+18.0%
EME vs FCUV
-81.1%
+99.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -13.7% | +15.4% | +1.7% |
| 7D | +1.9% | +62.8% | -60.9% | +1.9% |
| 30D | -8.3% | +66.5% | -74.8% | -8.3% |
| 3M | -10.7% | +459.9% | -470.7% | -10.4% |
| 6M | +1.9% | -12.4% | +14.3% | +7.2% |
| YTD | +23.5% | -47.5% | +71.0% | +32.3% |
| 1Y | +18.0% | -80.5% | +98.5% | +33.3% |
| All | +18.0% | -81.1% | +99.1% | +33.3% |
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 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