+303.9%
INTU vs FCUV
-87.2%
+391.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -13.7% | +10.3% | -3.3% |
| 7D | -7.1% | +62.8% | -69.9% | -7.2% |
| 30D | +1.5% | +66.5% | -65.1% | +1.3% |
| 3M | +10.7% | +459.9% | -449.3% | +9.3% |
| 6M | -23.8% | -12.4% | -11.5% | -24.5% |
| YTD | -49.3% | -47.5% | -1.8% | -49.7% |
| 1Y | -49.7% | -80.5% | +30.8% | -50.0% |
| 3Y | -38.0% | -97.6% | +59.6% | -38.4% |
| 5Y | -38.7% | -99.5% | +60.8% | -39.0% |
| 10Y | +221.3% | -95.8% | +317.1% | +224.0% |
| All | +303.9% | -87.2% | +391.2% | +311.4% |
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