+942.1%
MDB vs FCUV
-98.7%
+1,040.8%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +136.0% | -137.6% | -3.4% |
| 7D | +6.8% | +148.8% | -141.9% | +4.9% |
| 30D | -6.2% | +95.0% | -101.2% | -7.6% |
| 3M | -29.2% | +27.8% | -57.0% | -30.6% |
| 6M | +10.3% | +121.0% | -110.7% | +1.2% |
| YTD | -20.4% | -78.1% | +57.8% | -23.9% |
| 1Y | -4.8% | -94.3% | +89.4% | -6.7% |
| 3Y | -11.6% | -98.9% | +87.3% | -14.9% |
| 5Y | -41.0% | -99.7% | +58.7% | -42.4% |
| All | +942.1% | -98.7% | +1,040.8% | +1,028.4% |
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 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