+53.3%
FLNC vs FCUV
-81.1%
+134.4%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -13.7% | +15.1% | +1.6% |
| 7D | -4.9% | +62.8% | -67.7% | -5.5% |
| 30D | -27.3% | +66.5% | -93.8% | -27.9% |
| 3M | -61.9% | +459.9% | -521.8% | -63.6% |
| 6M | -34.5% | -12.4% | -22.1% | -24.9% |
| YTD | -47.7% | -47.5% | -0.1% | -29.7% |
| 1Y | +53.3% | -80.5% | +133.8% | +223.0% |
| All | +53.3% | -81.1% | +134.4% | +223.0% |
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