-95.9%
FCUV vs MDY
+203.0%
-298.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -1.1% | -6.0% | -6.6% |
| 7D | -63.8% | -0.8% | -63.0% | -63.4% |
| 30D | -14.7% | -3.9% | -10.8% | -12.9% |
| 3M | +65.3% | 0.0% | +65.4% | +64.8% |
| 6M | -68.5% | +8.5% | -77.0% | -69.9% |
| YTD | -83.0% | +13.2% | -96.3% | -84.0% |
| 1Y | -94.4% | +15.0% | -109.4% | -94.8% |
| 3Y | -99.3% | +49.6% | -148.8% | -99.4% |
| 5Y | -99.9% | +46.0% | -145.9% | -99.9% |
| 10Y | -98.6% | +176.4% | -275.0% | -98.7% |
| All | -95.9% | +203.0% | -298.9% | -96.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling