+32.3%
MSCI vs FCUV
-99.6%
+131.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.5% | +0.9% |
| 7D | +1.5% | -15.4% | +16.9% | +1.5% |
| 30D | +14.4% | -32.9% | +47.2% | +14.5% |
| 3M | +15.2% | -46.2% | +61.4% | +15.3% |
| 6M | +11.2% | -30.0% | +41.2% | +11.1% |
| YTD | +13.9% | -91.4% | +105.3% | +15.1% |
| 1Y | +12.5% | -98.1% | +110.6% | +14.9% |
| 3Y | +32.3% | -99.6% | +131.9% | +41.1% |
| All | +32.3% | -99.6% | +131.9% | +41.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling