+70.1%
ENB vs FCUV
-99.2%
+169.4%
-15.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.5% | -4.3% | -3.8% |
| 7D | -4.6% | -72.0% | +67.4% | -4.7% |
| 30D | -5.2% | -8.0% | +2.8% | -5.1% |
| 3M | -13.4% | +66.3% | -79.7% | -12.3% |
| 6M | -7.8% | -75.3% | +67.5% | -6.8% |
| YTD | +4.9% | -83.0% | +87.9% | +6.1% |
| 1Y | +3.2% | -94.7% | +97.9% | +4.6% |
| All | +70.1% | -99.2% | +169.4% | +72.7% |
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 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