-12.9%
KMB vs FCUV
-99.9%
+86.9%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -7.0% | +2.9% | -4.1% |
| 7D | -8.6% | -63.8% | +55.1% | -8.6% |
| 30D | -7.5% | -14.7% | +7.1% | -7.5% |
| 3M | -0.6% | +65.3% | -65.9% | -0.3% |
| 6M | -1.5% | -68.5% | +66.9% | -1.3% |
| YTD | +1.6% | -83.0% | +84.6% | +1.7% |
| 1Y | -20.8% | -94.4% | +73.6% | -20.9% |
| 3Y | -12.4% | -99.3% | +86.9% | -13.2% |
| 5Y | -12.9% | -99.9% | +86.9% | -14.3% |
| All | -12.9% | -99.9% | +86.9% | -14.3% |
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