+164.3%
INTC vs FCUV
-99.2%
+263.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.5% | -6.0% | -5.6% |
| 7D | +9.4% | -72.0% | +81.4% | +9.1% |
| 30D | +2.7% | -8.0% | +10.7% | +2.7% |
| 3M | -6.3% | +66.3% | -72.5% | -5.3% |
| 6M | +114.5% | -75.3% | +189.7% | +120.2% |
| YTD | +171.9% | -83.0% | +254.8% | +180.3% |
| 1Y | +305.0% | -94.7% | +399.7% | +325.3% |
| All | +164.3% | -99.2% | +263.6% | +155.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling