+236.7%
INTU vs FCUV
-98.2%
+335.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +136.0% | -135.6% | +0.1% |
| 7D | +0.1% | +148.8% | -148.7% | -0.3% |
| 30D | +10.1% | +95.0% | -85.0% | +9.7% |
| 3M | -4.2% | +27.8% | -32.0% | -4.5% |
| 6M | -7.2% | +121.0% | -128.2% | -8.5% |
| YTD | -47.7% | -78.1% | +30.5% | -48.1% |
| 1Y | -46.7% | -94.3% | +47.6% | -47.0% |
| 3Y | -34.1% | -98.9% | +64.8% | -34.5% |
| 5Y | -43.3% | -99.7% | +56.4% | -43.6% |
| All | +236.7% | -98.2% | +335.0% | +242.0% |
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 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