+826.4%
FN vs FCUV
-99.3%
+925.7%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -1.6% | +13.5% | +11.9% |
| 7D | +16.3% | -15.4% | +31.7% | +16.4% |
| 30D | -24.7% | -32.9% | +8.1% | -24.6% |
| 3M | -34.9% | -46.2% | +11.2% | -35.0% |
| 6M | -41.1% | -30.0% | -11.1% | -42.2% |
| YTD | -19.6% | -91.4% | +71.7% | -20.4% |
| 1Y | -18.5% | -98.1% | +79.5% | -18.6% |
| 3Y | +119.1% | -99.6% | +218.7% | +117.9% |
| 5Y | +206.9% | -99.9% | +306.8% | +205.9% |
| 10Y | +826.4% | -99.3% | +925.7% | +779.4% |
| All | +826.4% | -99.3% | +925.7% | +779.4% |
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