-8.7%
MCD vs FCUV
-97.9%
+89.1%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.2% | -0.4% |
| 7D | -1.6% | +2.4% | -4.0% | -1.6% |
| 30D | +16.0% | -25.9% | +42.0% | +16.1% |
| 3M | 0.0% | -44.8% | +44.7% | -0.1% |
| 6M | +0.9% | -3.5% | +4.4% | -0.2% |
| YTD | -8.7% | -90.7% | +82.0% | -7.7% |
| All | -8.7% | -97.9% | +89.1% | -3.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling