-61.0%
FLNC vs FCUV
-99.2%
+38.3%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.3% | -0.8% | +2.4% |
| 7D | -4.1% | -66.5% | +62.4% | -3.3% |
| 30D | -24.8% | +5.0% | -29.7% | -25.6% |
| 3M | -59.1% | +63.8% | -122.9% | -61.8% |
| 6M | -42.0% | -67.8% | +25.9% | -42.4% |
| YTD | -49.8% | -82.4% | +32.6% | -48.5% |
| 1Y | +43.1% | -94.7% | +137.8% | +56.6% |
| 3Y | -61.0% | -99.3% | +38.3% | -55.3% |
| All | -61.0% | -99.2% | +38.3% | -55.3% |
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