-46.7%
INTU vs FCUV
-95.0%
+48.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +136.0% | -135.6% | +0.2% |
| 7D | +0.1% | +148.8% | -148.7% | -0.2% |
| 30D | +10.1% | +95.0% | -85.0% | +9.9% |
| 3M | -4.2% | +27.8% | -32.0% | -4.3% |
| 6M | -7.2% | +121.0% | -128.2% | -7.9% |
| YTD | -47.7% | -78.1% | +30.5% | -46.4% |
| 1Y | -46.7% | -94.3% | +47.6% | -44.7% |
| All | -46.7% | -95.0% | +48.3% | -44.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling