+510.3%
EQIX vs FCUV
-95.6%
+605.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -65.2% | +65.7% | +0.6% |
| 7D | +1.3% | -47.9% | +49.3% | +1.3% |
| 30D | +0.3% | +13.7% | -13.3% | +0.2% |
| 3M | -1.6% | +97.0% | -98.6% | -2.3% |
| 6M | +12.2% | -66.1% | +78.3% | +11.8% |
| YTD | +38.0% | -81.8% | +119.7% | +37.7% |
| 1Y | +38.9% | -93.3% | +132.2% | +39.0% |
| 3Y | +43.8% | -99.2% | +143.0% | +43.8% |
| 5Y | +30.4% | -99.9% | +130.2% | +30.7% |
| 10Y | +238.6% | -98.5% | +337.1% | +239.2% |
| All | +510.3% | -95.6% | +605.9% | +538.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling