+1,174.7%
MPC vs FCUV
-98.6%
+1,273.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -7.0% | +7.4% | +0.4% |
| 7D | +3.2% | -63.8% | +67.0% | +3.3% |
| 30D | +25.0% | -14.7% | +39.7% | +25.0% |
| 3M | +55.2% | +65.3% | -10.2% | +54.6% |
| 6M | +86.4% | -68.5% | +154.9% | +85.8% |
| YTD | +148.5% | -83.0% | +231.5% | +147.7% |
| 1Y | +121.7% | -94.4% | +216.1% | +121.1% |
| 3Y | +172.9% | -99.3% | +272.1% | +171.9% |
| 5Y | +679.9% | -99.9% | +779.8% | +676.3% |
| 10Y | +1,174.7% | -98.6% | +1,273.3% | +1,119.3% |
| All | +1,174.7% | -98.6% | +1,273.3% | +1,119.3% |
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 2016-09-09 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling