+209.1%
INTU vs FCUV
-98.6%
+307.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.8% | -0.4% |
| 7D | -9.2% | -72.0% | +62.8% | -8.9% |
| 30D | -7.0% | -8.0% | +1.0% | -7.1% |
| 3M | +10.5% | +66.3% | -55.7% | +9.3% |
| 6M | -30.6% | -75.3% | +44.7% | -31.1% |
| YTD | -52.3% | -83.0% | +30.6% | -52.6% |
| 1Y | -51.8% | -94.7% | +42.8% | -52.0% |
| 3Y | -41.8% | -99.3% | +57.4% | -42.1% |
| 5Y | -42.8% | -99.9% | +57.0% | -43.0% |
| All | +209.1% | -98.6% | +307.7% | +214.2% |
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 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