-80.5%
FCUV vs MTB
+23.4%
-103.9%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -0.1% | -13.6% | -13.6% |
| 7D | +62.8% | +1.7% | +61.1% | +61.6% |
| 30D | +66.5% | -4.2% | +70.7% | +69.2% |
| 3M | +459.9% | +8.9% | +451.1% | +405.7% |
| 6M | -12.4% | +10.9% | -23.2% | -20.8% |
| YTD | -47.5% | +21.5% | -69.0% | -57.7% |
| 1Y | -80.5% | +21.9% | -102.4% | -84.3% |
| All | -80.5% | +23.4% | -103.9% | -84.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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