-3.8%
MTZ vs FCUV
-95.0%
+91.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +136.0% | -137.3% | +3.3% |
| 7D | +5.0% | +148.8% | -143.8% | +10.0% |
| 30D | -6.0% | +95.0% | -101.0% | -2.3% |
| 3M | -36.1% | +27.8% | -63.9% | -33.1% |
| 6M | -56.9% | +121.0% | -177.8% | -45.9% |
| YTD | -15.9% | -78.1% | +62.2% | +6.0% |
| 1Y | -3.8% | -94.3% | +90.4% | +15.8% |
| All | -3.8% | -95.0% | +91.2% | +15.8% |
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 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