+130.7%
FIX vs FCUV
-93.2%
+223.9%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -65.2% | +67.6% | +2.5% |
| 7D | +6.1% | -47.9% | +54.0% | +6.1% |
| 30D | -2.7% | +13.7% | -16.3% | -3.0% |
| 3M | -10.9% | +97.0% | -107.9% | -11.5% |
| 6M | +29.0% | -66.1% | +95.1% | +35.0% |
| YTD | +76.9% | -81.8% | +158.6% | +92.0% |
| 1Y | +130.7% | -93.3% | +224.0% | +186.6% |
| All | +130.7% | -93.2% | +223.9% | +186.6% |
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