+248.4%
MNST vs FCUV
-98.6%
+347.0%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -7.0% | +6.3% | -0.7% |
| 7D | -3.6% | -63.8% | +60.2% | -3.5% |
| 30D | -6.3% | -14.7% | +8.4% | -6.3% |
| 3M | -5.0% | +65.3% | -70.3% | -5.5% |
| 6M | +13.1% | -68.5% | +81.6% | +12.8% |
| YTD | +11.8% | -83.0% | +94.8% | +11.5% |
| 1Y | +35.2% | -94.4% | +129.7% | +35.2% |
| 3Y | +52.0% | -99.3% | +151.3% | +51.8% |
| 5Y | +77.9% | -99.9% | +177.7% | +77.8% |
| 10Y | +248.4% | -98.6% | +347.0% | +244.6% |
| All | +248.4% | -98.6% | +347.0% | +244.6% |
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