+122.9%
FIX vs FCUV
-81.1%
+204.0%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -13.7% | +15.6% | +2.0% |
| 7D | +6.0% | +62.8% | -56.8% | +5.8% |
| 30D | -7.2% | +66.5% | -73.7% | -7.5% |
| 3M | -15.9% | +459.9% | -475.8% | -16.5% |
| 6M | +12.7% | -12.4% | +25.1% | +18.8% |
| YTD | +72.8% | -47.5% | +120.3% | +87.2% |
| 1Y | +122.9% | -80.5% | +203.4% | +174.3% |
| All | +122.9% | -81.1% | +204.0% | +174.3% |
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