+54.6%
FTI vs FCUV
-98.1%
+152.7%
-19.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -7.5% | +4.2% | -3.3% |
| 7D | -9.7% | -8.6% | -1.1% | -9.6% |
| 30D | -8.2% | -25.9% | +17.7% | -8.0% |
| 3M | -7.8% | -69.8% | +62.0% | -7.4% |
| 6M | -13.4% | -31.6% | +18.2% | -14.8% |
| YTD | +45.1% | -90.1% | +135.2% | +49.2% |
| 1Y | +54.6% | -98.0% | +152.6% | +59.0% |
| All | +54.6% | -98.1% | +152.7% | +59.0% |
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