+43.2%
MCO vs FCUV
-99.2%
+142.4%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.3% | -1.6% | +1.6% |
| 7D | -3.8% | -66.5% | +62.7% | -3.6% |
| 30D | -0.4% | +5.0% | -5.4% | -0.5% |
| 3M | +7.7% | +63.8% | -56.1% | +6.9% |
| 6M | +7.0% | -67.8% | +74.8% | +8.0% |
| YTD | -6.4% | -82.4% | +76.0% | -4.9% |
| 1Y | -7.6% | -94.7% | +87.1% | -4.8% |
| 3Y | +43.2% | -99.3% | +142.5% | +50.8% |
| All | +43.2% | -99.2% | +142.4% | +50.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling