+665.4%
FICO vs FCUV
-98.6%
+764.1%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -7.0% | +12.4% | +5.4% |
| 7D | -10.6% | -63.8% | +53.2% | -10.5% |
| 30D | -6.3% | -14.7% | +8.3% | -6.4% |
| 3M | -19.7% | +65.3% | -85.1% | -20.4% |
| 6M | -31.8% | -68.5% | +36.7% | -32.1% |
| YTD | -41.8% | -83.0% | +41.2% | -42.0% |
| 1Y | -36.4% | -94.4% | +58.0% | -36.4% |
| 3Y | +9.3% | -99.3% | +108.5% | +9.3% |
| 5Y | +113.0% | -99.9% | +212.9% | +113.7% |
| 10Y | +665.4% | -98.6% | +764.1% | +653.4% |
| All | +665.4% | -98.6% | +764.1% | +653.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FCUV.
Daily Out/Under-Performance
Portfolio return minus FCUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCUV 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded FCUV 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling