+1,166.2%
MPC vs FCUV
-99.3%
+1,265.5%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.6% | +4.1% | +2.5% |
| 7D | +9.4% | +2.4% | +7.0% | +9.4% |
| 30D | -13.4% | -25.9% | +12.5% | -13.4% |
| 3M | +18.9% | -44.8% | +63.6% | +18.9% |
| 6M | +64.9% | -3.5% | +68.4% | +64.4% |
| YTD | +156.8% | -90.7% | +247.5% | +156.1% |
| 1Y | +113.2% | -97.9% | +211.1% | +112.7% |
| 3Y | +201.8% | -99.5% | +301.3% | +200.9% |
| 5Y | +601.4% | -99.9% | +701.2% | +598.9% |
| All | +1,166.2% | -99.3% | +1,265.5% | +1,111.9% |
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