+28.4%
LIN vs FCUV
-97.7%
+126.0%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -13.7% | +12.7% | -1.1% |
| 7D | -2.1% | +62.8% | -65.0% | -1.6% |
| 30D | -2.4% | +66.5% | -68.9% | -1.7% |
| 3M | -5.6% | +459.9% | -465.5% | -0.3% |
| 6M | -3.4% | -12.4% | +9.0% | +1.8% |
| YTD | +13.1% | -47.5% | +60.6% | +19.3% |
| 1Y | +2.5% | -80.5% | +83.0% | +8.1% |
| All | +28.4% | -97.7% | +126.0% | +37.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling