-83.1%
FRMI vs FCUV
-95.3%
+12.2%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.3% | -1.2% | +2.1% |
| 7D | +7.4% | -66.5% | +73.9% | +5.5% |
| 30D | -27.6% | +5.0% | -32.6% | -26.4% |
| 3M | -20.9% | +63.8% | -84.7% | -7.8% |
| 6M | -36.6% | -67.8% | +31.2% | -22.6% |
| YTD | -31.3% | -82.4% | +51.2% | -16.2% |
| All | -83.1% | -95.3% | +12.2% | -78.0% |
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 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