+1,086.7%
FLEX vs FCUV
-98.6%
+1,185.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -7.0% | +5.6% | -1.4% |
| 7D | +6.4% | -63.8% | +70.1% | +6.5% |
| 30D | -5.9% | -14.7% | +8.8% | -6.0% |
| 3M | -23.5% | +65.3% | -88.8% | -24.8% |
| 6M | +83.7% | -68.5% | +152.2% | +81.3% |
| YTD | +86.5% | -83.0% | +169.5% | +84.5% |
| 1Y | +100.5% | -94.4% | +194.9% | +99.1% |
| 3Y | +469.8% | -99.3% | +569.1% | +465.5% |
| 5Y | +725.7% | -99.9% | +825.5% | +720.8% |
| 10Y | +1,086.7% | -98.6% | +1,185.3% | +1,053.8% |
| All | +1,086.7% | -98.6% | +1,185.3% | +1,053.8% |
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