+51.3%
GEV vs FCUV
-94.5%
+145.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.3% | +0.3% | +3.6% |
| 7D | +1.6% | -66.5% | +68.1% | +1.4% |
| 30D | -7.9% | +5.0% | -12.9% | -7.8% |
| 3M | +5.6% | +63.8% | -58.2% | +7.4% |
| 6M | +13.1% | -67.8% | +80.9% | +15.7% |
| YTD | +46.7% | -82.4% | +129.1% | +49.2% |
| 1Y | +51.3% | -94.7% | +146.0% | +51.7% |
| All | +51.3% | -94.5% | +145.8% | +51.7% |
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