+48.2%
GSK vs FCUV
-99.9%
+148.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.5% | -1.0% |
| 7D | -5.4% | -72.0% | +66.6% | -5.4% |
| 30D | -4.6% | -8.0% | +3.4% | -4.5% |
| 3M | -5.1% | +66.3% | -71.4% | -4.8% |
| 6M | -11.4% | -75.3% | +63.9% | -11.2% |
| YTD | +0.7% | -83.0% | +83.7% | +1.0% |
| 1Y | +23.0% | -94.7% | +117.7% | +23.4% |
| 3Y | +48.0% | -99.3% | +147.2% | +50.0% |
| 5Y | +48.2% | -99.9% | +148.1% | +53.2% |
| All | +48.2% | -99.9% | +148.1% | +53.2% |
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 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