-99.2%
FCUV vs FIVE
+535.9%
-635.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.1% | +5.2% | +4.2% |
| 7D | -4.7% | -0.5% | -4.2% | -4.7% |
| 30D | -23.2% | +17.4% | -40.6% | -24.1% |
| 3M | -49.2% | +7.0% | -56.2% | -49.6% |
| 6M | -9.2% | +20.5% | -29.7% | -11.7% |
| YTD | -90.6% | +33.1% | -123.7% | -91.0% |
| 1Y | -97.9% | +67.1% | -165.0% | -98.0% |
| 3Y | -99.5% | +41.9% | -141.4% | -99.6% |
| 5Y | -99.9% | +21.1% | -120.9% | -99.9% |
| 10Y | -99.2% | +518.8% | -618.0% | -99.3% |
| All | -99.2% | +535.9% | -635.1% | -99.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 10y: compounded portfolio wealth divided by compounded FIVE 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…
10y analysis · Full analysis span regression · 6 months rolling