-24.5%
KVUE vs FCUV
-99.2%
+74.7%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.3% | -3.3% | -0.1% |
| 7D | -5.1% | -66.5% | +61.3% | -5.0% |
| 30D | -6.3% | +5.0% | -11.3% | -6.4% |
| 3M | -0.5% | +63.8% | -64.3% | -1.1% |
| 6M | +3.1% | -67.8% | +70.9% | +3.1% |
| YTD | +6.7% | -82.4% | +89.1% | +6.9% |
| 1Y | -1.1% | -94.7% | +93.6% | -0.7% |
| 3Y | -8.7% | -99.3% | +90.5% | -9.3% |
| All | -24.5% | -99.2% | +74.7% | -24.5% |
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