+457.7%
GDXJ vs FCUV
-95.9%
+553.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -7.0% | +8.4% | +1.3% |
| 7D | +0.9% | -63.8% | +64.7% | +0.9% |
| 30D | +8.8% | -14.7% | +23.5% | +8.9% |
| 3M | +29.8% | +65.3% | -35.5% | +30.3% |
| 6M | -5.8% | -68.5% | +62.7% | -5.3% |
| YTD | +13.6% | -83.0% | +96.6% | +14.3% |
| 1Y | +54.5% | -94.4% | +148.9% | +55.6% |
| 3Y | +301.4% | -99.3% | +400.7% | +304.1% |
| 5Y | +236.3% | -99.9% | +336.2% | +239.0% |
| 10Y | +240.1% | -98.6% | +338.7% | +244.8% |
| All | +457.7% | -95.9% | +553.6% | +461.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling