+412.1%
LIN vs FCUV
-99.3%
+511.3%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.6% | -4.4% | +0.3% |
| 7D | +2.0% | -15.3% | +17.3% | +2.0% |
| 30D | +7.9% | -29.7% | +37.6% | +7.8% |
| 3M | +6.3% | -54.5% | +60.8% | +6.3% |
| 6M | +6.5% | -26.7% | +33.2% | +8.0% |
| YTD | +23.6% | -91.0% | +114.5% | +25.3% |
| 1Y | +25.7% | -98.0% | +123.7% | +27.5% |
| 3Y | +35.6% | -99.5% | +135.2% | +37.5% |
| 5Y | +65.9% | -99.9% | +165.7% | +68.3% |
| 10Y | +412.1% | -99.3% | +511.3% | +421.3% |
| All | +412.1% | -99.3% | +511.3% | +421.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling