+396.8%
MNST vs FCUV
-97.7%
+494.6%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.6% | +2.0% | +0.4% |
| 7D | -4.7% | +2.4% | -7.1% | -4.7% |
| 30D | +5.2% | -25.9% | +31.1% | +5.2% |
| 3M | -0.9% | -44.8% | +43.9% | -0.9% |
| 6M | +6.1% | -3.5% | +9.6% | +5.8% |
| YTD | +18.9% | -90.7% | +109.6% | +18.8% |
| 1Y | +29.3% | -97.9% | +127.2% | +29.5% |
| 3Y | +64.9% | -99.5% | +164.4% | +64.8% |
| 5Y | +98.0% | -99.9% | +197.9% | +98.0% |
| 10Y | +334.8% | -99.3% | +434.1% | +334.5% |
| All | +396.8% | -97.7% | +494.6% | +396.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling