+534.5%
MPC vs FCUV
-99.9%
+634.3%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.9% | +1.7% | -1.2% |
| 7D | -16.2% | -13.0% | -3.2% | -16.1% |
| 30D | -15.7% | -36.9% | +21.2% | -15.5% |
| 3M | +24.9% | -65.3% | +90.2% | +25.1% |
| 6M | +52.7% | -32.9% | +85.5% | +49.8% |
| YTD | +131.9% | -91.2% | +223.1% | +132.7% |
| 1Y | +96.6% | -98.2% | +194.8% | +101.9% |
| 3Y | +163.8% | -99.6% | +263.4% | +169.1% |
| All | +534.5% | -99.9% | +634.3% | +602.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling