+6,034.5%
FIX vs FCUV
-98.6%
+6,133.1%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -7.0% | +5.0% | -2.0% |
| 7D | +3.5% | -63.8% | +67.3% | +3.6% |
| 30D | -3.5% | -14.7% | +11.2% | -3.6% |
| 3M | -11.8% | +65.3% | -77.1% | -12.6% |
| 6M | +17.8% | -68.5% | +86.3% | +16.9% |
| YTD | +73.3% | -83.0% | +156.3% | +72.2% |
| 1Y | +128.1% | -94.4% | +222.5% | +127.1% |
| 3Y | +772.7% | -99.3% | +871.9% | +768.6% |
| 5Y | +2,166.4% | -99.9% | +2,266.3% | +2,153.3% |
| 10Y | +6,034.5% | -98.6% | +6,133.1% | +6,090.5% |
| All | +6,034.5% | -98.6% | +6,133.1% | +6,090.5% |
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