+175.6%
FN vs FCUV
-99.7%
+275.3%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +136.0% | -143.3% | -8.0% |
| 7D | +0.3% | +148.8% | -148.5% | -0.6% |
| 30D | -16.5% | +95.0% | -111.6% | -17.0% |
| 3M | -42.1% | +27.8% | -69.9% | -42.6% |
| 6M | -52.9% | +121.0% | -173.9% | -55.4% |
| YTD | -28.0% | -78.1% | +50.2% | -26.1% |
| 1Y | -18.5% | -94.3% | +75.7% | -11.2% |
| 3Y | +93.9% | -98.9% | +192.8% | +116.6% |
| All | +175.6% | -99.7% | +275.3% | +235.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling