-80.5%
FCUV vs MDY
+17.9%
-98.4%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | +0.1% | -13.8% | -13.7% |
| 7D | +62.8% | +0.1% | +62.7% | +62.6% |
| 30D | +66.5% | -1.5% | +68.0% | +65.4% |
| 3M | +459.9% | +0.8% | +459.2% | +443.7% |
| 6M | -12.4% | +7.4% | -19.8% | -22.6% |
| YTD | -47.5% | +15.2% | -62.7% | -59.3% |
| 1Y | -80.5% | +16.5% | -97.0% | -84.5% |
| All | -80.5% | +17.9% | -98.4% | -84.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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