+369.2%
LIN vs FCUV
-87.2%
+456.5%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -13.7% | +12.7% | -1.0% |
| 7D | -2.1% | +62.8% | -65.0% | -2.0% |
| 30D | -2.4% | +66.5% | -68.9% | -2.2% |
| 3M | -5.6% | +459.9% | -465.5% | -4.0% |
| 6M | -3.4% | -12.4% | +9.0% | -1.8% |
| YTD | +13.1% | -47.5% | +60.6% | +15.0% |
| 1Y | +2.5% | -80.5% | +83.0% | +4.2% |
| 3Y | +27.6% | -97.6% | +125.2% | +29.7% |
| 5Y | +63.0% | -99.5% | +162.6% | +65.7% |
| 10Y | +359.3% | -95.8% | +455.0% | +370.4% |
| All | +369.2% | -87.2% | +456.5% | +383.4% |
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