+506.7%
FIX vs FCUV
-99.6%
+606.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -1.6% | +11.0% | +9.4% |
| 7D | -7.2% | -15.4% | +8.2% | -7.1% |
| 30D | -35.1% | -32.9% | -2.3% | -34.9% |
| 3M | -34.3% | -46.2% | +11.9% | -34.3% |
| 6M | -42.9% | -30.0% | -12.9% | -44.3% |
| YTD | +19.5% | -91.4% | +110.8% | +21.9% |
| 1Y | +16.8% | -98.1% | +114.8% | +24.6% |
| 3Y | +506.7% | -99.6% | +606.3% | +583.6% |
| All | +506.7% | -99.6% | +606.3% | +583.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling