+218.2%
GLD vs FCUV
-98.6%
+316.9%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -7.0% | +7.9% | +0.9% |
| 7D | +0.1% | -63.8% | +63.9% | +0.1% |
| 30D | +0.2% | -14.7% | +14.9% | +0.2% |
| 3M | +3.2% | +65.3% | -62.1% | +3.6% |
| 6M | -14.6% | -68.5% | +53.9% | -14.3% |
| YTD | +1.8% | -83.0% | +84.8% | +2.2% |
| 1Y | +20.7% | -94.4% | +115.2% | +21.2% |
| 3Y | +126.5% | -99.3% | +225.8% | +127.4% |
| 5Y | +140.0% | -99.9% | +239.9% | +141.1% |
| 10Y | +218.2% | -98.6% | +316.9% | +221.1% |
| All | +218.2% | -98.6% | +316.9% | +221.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling