+95.9%
MTZ vs FCUV
-99.9%
+195.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -1.6% | +10.2% | +8.6% |
| 7D | -2.4% | -15.4% | +13.0% | -2.8% |
| 30D | -11.1% | -32.9% | +21.8% | -11.8% |
| 3M | -30.6% | -46.2% | +15.5% | -30.6% |
| 6M | -54.4% | -30.0% | -24.4% | -49.2% |
| YTD | -13.0% | -91.4% | +78.3% | +1.6% |
| 1Y | -5.7% | -98.1% | +92.4% | +15.9% |
| 3Y | +297.2% | -99.6% | +396.8% | +400.4% |
| 5Y | +95.9% | -99.9% | +195.8% | +174.1% |
| All | +95.9% | -99.9% | +195.8% | +174.1% |
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 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