+377.7%
MNST vs FCUV
-87.2%
+465.0%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -13.7% | +13.1% | -0.6% |
| 7D | -6.5% | +62.8% | -69.3% | -6.5% |
| 30D | -7.2% | +66.5% | -73.7% | -7.3% |
| 3M | -1.0% | +459.9% | -461.0% | -1.5% |
| 6M | +11.5% | -12.4% | +23.9% | +11.2% |
| YTD | +14.3% | -47.5% | +61.8% | +14.1% |
| 1Y | +38.1% | -80.5% | +118.6% | +38.0% |
| 3Y | +55.0% | -97.6% | +152.6% | +54.7% |
| 5Y | +79.6% | -99.5% | +179.2% | +79.5% |
| 10Y | +241.8% | -95.8% | +337.5% | +241.1% |
| All | +377.7% | -87.2% | +465.0% | +376.5% |
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