+136.0%
GOOG vs FCUV
-99.8%
+235.9%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.3% | -1.7% | +1.5% |
| 7D | 0.0% | -66.5% | +66.5% | +1.2% |
| 30D | -2.0% | +5.0% | -6.9% | -3.0% |
| 3M | -5.9% | +63.8% | -69.7% | -12.9% |
| 6M | +8.9% | -67.8% | +76.7% | +3.8% |
| YTD | +7.1% | -82.4% | +89.5% | +3.5% |
| 1Y | +39.7% | -94.7% | +134.4% | +39.3% |
| 3Y | +145.8% | -99.3% | +245.1% | +153.0% |
| All | +136.0% | -99.8% | +235.9% | +162.0% |
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