-3.7%
MDLZ vs FCUV
-99.2%
+95.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -65.2% | +65.8% | +0.5% |
| 7D | 0.0% | -47.9% | +48.0% | 0.0% |
| 30D | -1.6% | +13.7% | -15.2% | -1.5% |
| 3M | +0.9% | +97.0% | -96.1% | +1.2% |
| 6M | +7.3% | -66.1% | +73.4% | +8.0% |
| YTD | +16.4% | -81.8% | +98.2% | +17.4% |
| 1Y | +3.0% | -93.3% | +96.2% | +4.0% |
| 3Y | -3.7% | -99.2% | +95.5% | -3.1% |
| All | -3.7% | -99.2% | +95.5% | -3.1% |
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