-88.4%
MSTU vs FCUV
-95.9%
+7.6%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +0.5% | -7.2% | -6.8% |
| 7D | -22.0% | -72.0% | +49.9% | -20.7% |
| 30D | +60.3% | -8.0% | +68.3% | +60.1% |
| 3M | -3.7% | +66.3% | -70.0% | -10.8% |
| 6M | -45.2% | -75.3% | +30.1% | -38.0% |
| YTD | -64.3% | -83.0% | +18.7% | -57.2% |
| 1Y | -94.0% | -94.7% | +0.6% | -92.0% |
| All | -88.4% | -95.9% | +7.6% | -82.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling