+3,644.4%
FIX vs FCUV
-99.3%
+3,743.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.6% | -5.3% | -0.7% |
| 7D | -13.9% | -15.3% | +1.4% | -13.9% |
| 30D | -35.5% | -29.7% | -5.8% | -35.5% |
| 3M | -33.9% | -54.5% | +20.6% | -33.9% |
| 6M | -43.3% | -26.7% | -16.6% | -43.8% |
| YTD | +18.7% | -91.0% | +109.6% | +18.1% |
| 1Y | +13.8% | -98.0% | +111.8% | +13.5% |
| 3Y | +495.0% | -99.5% | +594.5% | +492.9% |
| 5Y | +1,049.0% | -99.9% | +1,148.9% | +1,044.9% |
| 10Y | +3,644.4% | -99.3% | +3,743.7% | +3,677.3% |
| All | +3,644.4% | -99.3% | +3,743.7% | +3,677.3% |
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 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