-93.8%
MSTU vs FCUV
-94.5%
+0.7%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.3% | +0.3% | +3.6% |
| 7D | -16.6% | -66.5% | +49.9% | -16.7% |
| 30D | +69.7% | +5.0% | +64.7% | +70.9% |
| 3M | -7.5% | +63.8% | -71.3% | -2.1% |
| 6M | -43.1% | -67.8% | +24.7% | -27.7% |
| YTD | -63.0% | -82.4% | +19.4% | -48.6% |
| 1Y | -93.8% | -94.7% | +1.0% | -91.7% |
| All | -93.8% | -94.5% | +0.7% | -91.7% |
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