+901.5%
LITE vs FCUV
-99.5%
+1,001.1%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -13.7% | +17.7% | +4.1% |
| 7D | -1.5% | +62.8% | -64.4% | -2.1% |
| 30D | +6.7% | +66.5% | -59.8% | +5.8% |
| 3M | -6.8% | +459.9% | -466.7% | -12.3% |
| 6M | +29.4% | -12.4% | +41.8% | +27.0% |
| YTD | +139.1% | -47.5% | +186.6% | +138.0% |
| 1Y | +521.0% | -80.5% | +601.5% | +536.1% |
| 3Y | +1,535.3% | -97.6% | +1,632.9% | +1,638.9% |
| All | +901.5% | -99.5% | +1,001.1% | +1,003.1% |
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