+8.1%
EWZ vs FCUV
-98.1%
+106.2%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -7.5% | +9.2% | +1.6% |
| 7D | -4.1% | -8.6% | +4.5% | -4.1% |
| 30D | -25.0% | -25.9% | +1.0% | -24.9% |
| 3M | -10.6% | -69.8% | +59.2% | -10.6% |
| 6M | -16.6% | -31.6% | +15.0% | -16.4% |
| YTD | +2.5% | -90.1% | +92.6% | +5.3% |
| 1Y | +8.1% | -98.0% | +106.1% | +9.4% |
| All | +8.1% | -98.1% | +106.2% | +9.4% |
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 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