+43.8%
MTSI vs FCUV
-98.0%
+141.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.6% | 0.0% | -1.6% |
| 7D | +29.1% | +2.4% | +26.7% | +29.1% |
| 30D | -20.4% | -25.9% | +5.5% | -20.5% |
| 3M | -20.9% | -44.8% | +23.8% | -21.0% |
| 6M | -32.3% | -3.5% | -28.8% | -31.6% |
| YTD | +43.5% | -90.7% | +134.2% | +40.5% |
| 1Y | +43.8% | -97.9% | +141.7% | +47.0% |
| All | +43.8% | -98.0% | +141.8% | +47.0% |
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