-19.6%
MSFU vs FCUV
-81.1%
+61.5%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -13.7% | +9.5% | -4.0% |
| 7D | -5.7% | +62.8% | -68.5% | -6.4% |
| 30D | +4.2% | +66.5% | -62.3% | +3.1% |
| 3M | +27.9% | +459.9% | -432.0% | +18.1% |
| 6M | +37.1% | -12.4% | +49.5% | +29.6% |
| YTD | -7.4% | -47.5% | +40.2% | -10.8% |
| 1Y | -19.6% | -80.5% | +60.9% | -24.1% |
| All | -19.6% | -81.1% | +61.5% | -24.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling