+297.7%
INTC vs FCUV
-95.6%
+393.2%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -65.2% | +74.3% | +9.0% |
| 7D | +17.4% | -47.9% | +65.4% | +17.4% |
| 30D | +2.8% | +13.7% | -10.9% | +2.7% |
| 3M | -5.3% | +97.0% | -102.3% | -5.6% |
| 6M | +140.6% | -66.1% | +206.7% | +140.3% |
| YTD | +183.1% | -81.8% | +264.9% | +183.2% |
| 1Y | +326.8% | -93.3% | +420.0% | +327.9% |
| 3Y | +179.4% | -99.2% | +278.7% | +179.9% |
| 5Y | +111.7% | -99.9% | +211.6% | +112.3% |
| 10Y | +253.8% | -98.5% | +352.4% | +252.6% |
| All | +297.7% | -95.6% | +393.2% | +302.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling