+16.1%
ENTG vs FCUV
-99.9%
+116.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.5% | -4.4% | -3.9% |
| 7D | +5.1% | -72.0% | +77.1% | +6.1% |
| 30D | -8.5% | -8.0% | -0.5% | -9.2% |
| 3M | +6.7% | +66.3% | -59.6% | +0.1% |
| 6M | +17.7% | -75.3% | +93.0% | +17.9% |
| YTD | +63.5% | -83.0% | +146.4% | +65.6% |
| 1Y | +73.6% | -94.7% | +168.2% | +84.9% |
| 3Y | +44.6% | -99.3% | +143.8% | +63.5% |
| 5Y | +16.1% | -99.9% | +116.0% | +44.4% |
| All | +16.1% | -99.9% | +116.0% | +44.4% |
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