+23.7%
MSFU vs FCUV
-99.2%
+123.0%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -7.0% | +6.1% | -0.8% |
| 7D | -2.3% | -63.8% | +61.4% | -1.3% |
| 30D | -6.3% | -14.7% | +8.4% | -6.8% |
| 3M | +40.0% | +65.3% | -25.4% | +29.1% |
| 6M | +30.1% | -68.5% | +98.6% | +23.9% |
| YTD | -10.3% | -83.0% | +72.7% | -12.9% |
| 1Y | -19.0% | -94.4% | +75.4% | -19.3% |
| All | +23.7% | -99.2% | +123.0% | +25.8% |
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