-10.3%
MSFU vs FCUV
-95.0%
+84.7%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +136.0% | -135.6% | -1.3% |
| 7D | -2.8% | +148.8% | -151.5% | -4.4% |
| 30D | -5.3% | +95.0% | -100.4% | -6.6% |
| 3M | +7.2% | +27.8% | -20.6% | +5.6% |
| 6M | +51.0% | +121.0% | -70.0% | +39.6% |
| YTD | -1.2% | -78.1% | +76.9% | -7.6% |
| 1Y | -10.3% | -94.3% | +83.9% | -22.1% |
| All | -10.3% | -95.0% | +84.7% | -22.1% |
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