+261.3%
GE vs FCUV
-99.2%
+360.6%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.8% | -0.4% |
| 7D | -2.8% | -72.0% | +69.2% | -2.4% |
| 30D | -11.9% | -8.0% | -3.9% | -12.1% |
| 3M | +1.8% | +66.3% | -64.4% | -0.3% |
| 6M | -0.6% | -75.3% | +74.7% | -1.1% |
| YTD | +5.5% | -83.0% | +88.5% | +5.1% |
| 1Y | +15.0% | -94.7% | +109.6% | +15.1% |
| All | +261.3% | -99.2% | +360.6% | +257.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling