+5.0%
MDLZ vs FCUV
-99.5%
+104.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.6% | +1.4% | -0.2% |
| 7D | -0.4% | +2.4% | -2.8% | -0.4% |
| 30D | +8.2% | -25.9% | +34.2% | +8.2% |
| 3M | +8.0% | -44.8% | +52.7% | +8.0% |
| 6M | +9.7% | -3.5% | +13.2% | +10.0% |
| YTD | +26.9% | -90.7% | +117.6% | +27.8% |
| 1Y | +20.9% | -97.9% | +118.8% | +22.3% |
| All | +5.0% | -99.5% | +104.6% | +6.2% |
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