+61.9%
LIN vs FCUV
-99.5%
+161.4%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -13.7% | +12.7% | -1.0% |
| 7D | -2.1% | +62.8% | -65.0% | -1.8% |
| 30D | -2.4% | +66.5% | -68.9% | -2.0% |
| 3M | -5.6% | +459.9% | -465.5% | -1.9% |
| 6M | -3.4% | -12.4% | +9.0% | +1.4% |
| YTD | +13.1% | -47.5% | +60.6% | +19.2% |
| 1Y | +2.5% | -80.5% | +83.0% | +8.7% |
| 3Y | +27.6% | -97.6% | +125.2% | +39.4% |
| All | +61.9% | -99.5% | +161.4% | +84.7% |
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