+97.9%
EWT vs FCUV
-81.1%
+179.0%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -13.7% | +15.5% | +1.9% |
| 7D | +4.0% | +62.8% | -58.9% | +3.8% |
| 30D | +10.3% | +66.5% | -56.2% | +10.1% |
| 3M | +6.1% | +459.9% | -453.9% | +4.8% |
| 6M | +56.6% | -12.4% | +69.0% | +56.0% |
| YTD | +76.6% | -47.5% | +124.1% | +77.2% |
| 1Y | +97.9% | -80.5% | +178.4% | +105.7% |
| All | +97.9% | -81.1% | +179.0% | +105.7% |
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 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