-32.6%
MP vs FCUV
-95.0%
+62.4%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +136.0% | -132.5% | +2.9% |
| 7D | +9.5% | +148.8% | -139.3% | +8.9% |
| 30D | -3.0% | +95.0% | -98.0% | -3.4% |
| 3M | -30.4% | +27.8% | -58.2% | -30.8% |
| 6M | -39.2% | +121.0% | -160.2% | -39.8% |
| YTD | -23.3% | -78.1% | +54.9% | -14.6% |
| 1Y | -32.6% | -94.3% | +61.6% | -31.7% |
| All | -32.6% | -95.0% | +62.4% | -31.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling