+545.7%
FICO vs FCUV
-99.3%
+645.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.6% | -3.7% | +0.9% |
| 7D | +0.9% | -15.3% | +16.2% | +0.9% |
| 30D | +9.4% | -29.7% | +39.2% | +9.5% |
| 3M | -30.4% | -54.5% | +24.1% | -30.3% |
| 6M | -35.1% | -26.7% | -8.4% | -35.5% |
| YTD | -56.8% | -91.0% | +34.2% | -56.8% |
| 1Y | -58.4% | -98.0% | +39.6% | -58.3% |
| 3Y | -26.7% | -99.5% | +72.9% | -26.6% |
| 5Y | +88.0% | -99.9% | +187.9% | +88.7% |
| 10Y | +545.7% | -99.3% | +645.0% | +538.1% |
| All | +545.7% | -99.3% | +645.0% | +538.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling