+719.8%
MU vs FCUV
-81.1%
+800.9%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -13.7% | +19.8% | +5.9% |
| 7D | +9.0% | +62.8% | -53.9% | +9.8% |
| 30D | +13.8% | +66.5% | -52.7% | +15.0% |
| 3M | +2.1% | +459.9% | -457.9% | +12.4% |
| 6M | +153.8% | -12.4% | +166.2% | +194.3% |
| YTD | +256.4% | -47.5% | +303.9% | +321.9% |
| 1Y | +719.8% | -80.5% | +800.3% | +854.6% |
| All | +719.8% | -81.1% | +800.9% | +854.6% |
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