-99.8%
FCUV vs MDY
+46.3%
-146.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.8% | +2.5% | +2.4% |
| 7D | -66.5% | -1.9% | -64.6% | -65.3% |
| 30D | +5.0% | -4.6% | +9.6% | +11.6% |
| 3M | +63.8% | -1.2% | +65.0% | +64.4% |
| 6M | -67.8% | +9.2% | -77.0% | -71.9% |
| YTD | -82.4% | +13.1% | -95.5% | -85.0% |
| 1Y | -94.7% | +13.0% | -107.7% | -95.5% |
| 3Y | -99.3% | +49.2% | -148.5% | -99.5% |
| All | -99.8% | +46.3% | -146.1% | -99.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling