+234.3%
MTSI vs FCUV
-97.7%
+332.0%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -13.7% | +17.1% | +3.5% |
| 7D | +1.4% | +62.8% | -61.4% | +1.2% |
| 30D | +2.1% | +66.5% | -64.4% | +1.8% |
| 3M | -29.7% | +459.9% | -489.7% | -31.6% |
| 6M | +12.5% | -12.4% | +24.9% | +12.6% |
| YTD | +57.0% | -47.5% | +104.6% | +58.6% |
| 1Y | +103.9% | -80.5% | +184.4% | +111.1% |
| All | +234.3% | -97.7% | +332.0% | +250.1% |
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 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