+631.0%
MSCI vs FCUV
-98.6%
+729.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -7.0% | +7.6% | +0.6% |
| 7D | -1.1% | -63.8% | +62.7% | -0.9% |
| 30D | -1.2% | -14.7% | +13.5% | -1.3% |
| 3M | -8.4% | +65.3% | -73.7% | -9.7% |
| 6M | -1.0% | -68.5% | +67.5% | -2.0% |
| YTD | -2.3% | -83.0% | +80.8% | -3.0% |
| 1Y | -1.2% | -94.4% | +93.2% | -1.6% |
| 3Y | +7.9% | -99.3% | +107.2% | +7.4% |
| 5Y | -10.1% | -99.9% | +89.8% | -10.2% |
| 10Y | +631.0% | -98.6% | +729.6% | +612.5% |
| All | +631.0% | -98.6% | +729.6% | +612.5% |
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 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