+214.8%
MAS vs FCUV
-99.3%
+314.0%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +4.6% | -5.9% | -1.3% |
| 7D | +3.6% | -15.3% | +18.9% | +3.6% |
| 30D | +23.8% | -29.7% | +53.6% | +23.9% |
| 3M | +14.4% | -54.5% | +68.9% | +14.5% |
| 6M | +19.7% | -26.7% | +46.5% | +19.3% |
| YTD | +36.0% | -91.0% | +126.9% | +35.7% |
| 1Y | +40.4% | -98.0% | +138.4% | +40.4% |
| 3Y | +58.9% | -99.5% | +158.5% | +58.8% |
| 5Y | +44.5% | -99.9% | +144.4% | +44.5% |
| 10Y | +214.8% | -99.3% | +314.0% | +213.9% |
| All | +214.8% | -99.3% | +314.0% | +213.9% |
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