-42.6%
INTU vs FCUV
-99.9%
+57.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -7.0% | +5.5% | -1.5% |
| 7D | -8.5% | -63.8% | +55.3% | -8.0% |
| 30D | -6.1% | -14.7% | +8.5% | -6.4% |
| 3M | +7.3% | +65.3% | -58.0% | +3.7% |
| 6M | -33.2% | -68.5% | +35.3% | -33.5% |
| YTD | -52.2% | -83.0% | +30.9% | -51.6% |
| 1Y | -52.7% | -94.4% | +41.7% | -50.9% |
| 3Y | -41.6% | -99.3% | +57.7% | -36.0% |
| 5Y | -42.6% | -99.9% | +57.2% | -33.1% |
| All | -42.6% | -99.9% | +57.2% | -33.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling