+78.3%
MDT vs FCUV
-95.9%
+174.2%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-09.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -7.0% | +6.5% | -0.5% |
| 7D | -0.3% | -63.8% | +63.4% | -0.2% |
| 30D | +2.8% | -14.7% | +17.4% | +2.7% |
| 3M | +13.1% | +65.3% | -52.2% | +12.4% |
| 6M | +2.3% | -68.5% | +70.8% | +1.9% |
| YTD | -2.7% | -83.0% | +80.4% | -3.0% |
| 1Y | +0.9% | -94.4% | +95.3% | +0.7% |
| 3Y | +26.8% | -99.3% | +126.1% | +26.5% |
| 5Y | -19.5% | -99.9% | +80.4% | -19.6% |
| 10Y | +40.6% | -98.6% | +139.2% | +38.1% |
| All | +78.3% | -95.9% | +174.2% | +75.7% |
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 1990-01-01 to 2026-09-09: 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…
1990-01-01 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling