+411.8%
GE vs FCUV
-99.7%
+511.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +136.0% | -135.7% | -0.7% |
| 7D | +2.7% | +148.8% | -146.1% | +1.6% |
| 30D | +8.1% | +95.0% | -87.0% | +7.2% |
| 3M | -7.9% | +27.8% | -35.7% | -8.7% |
| 6M | +12.9% | +121.0% | -108.1% | +8.5% |
| YTD | +8.2% | -78.1% | +86.3% | +7.4% |
| 1Y | +9.7% | -94.3% | +103.9% | +11.3% |
| 3Y | +266.1% | -98.9% | +365.0% | +277.9% |
| All | +411.8% | -99.7% | +511.4% | +451.3% |
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