-61.1%
FISV vs FCUV
-81.1%
+20.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -13.7% | +14.2% | +0.5% |
| 7D | -0.3% | +62.8% | -63.2% | -0.3% |
| 30D | -2.1% | +66.5% | -68.6% | -2.0% |
| 3M | -5.7% | +459.9% | -465.7% | -5.8% |
| 6M | -15.3% | -12.4% | -3.0% | -16.3% |
| YTD | -21.1% | -47.5% | +26.4% | -22.9% |
| 1Y | -61.1% | -80.5% | +19.4% | -65.3% |
| All | -61.1% | -81.1% | +20.0% | -65.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling