+190.6%
GD vs FCUV
-98.5%
+289.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -65.2% | +64.5% | -0.8% |
| 7D | -3.5% | -47.9% | +44.5% | -3.5% |
| 30D | -9.0% | +13.7% | -22.7% | -9.0% |
| 3M | +5.1% | +97.0% | -91.9% | +5.0% |
| 6M | -1.0% | -66.1% | +65.1% | -1.1% |
| YTD | +7.3% | -81.8% | +89.1% | +7.2% |
| 1Y | +12.4% | -93.3% | +105.7% | +12.3% |
| 3Y | +73.7% | -99.2% | +172.9% | +73.5% |
| 5Y | +93.8% | -99.9% | +193.6% | +93.3% |
| 10Y | +190.6% | -98.5% | +289.1% | +199.6% |
| All | +190.6% | -98.5% | +289.1% | +199.6% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling