+2,203.2%
MU vs FCUV
-97.8%
+2,301.0%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.6% | -5.7% | -1.1% |
| 7D | -15.2% | -15.3% | +0.1% | -15.2% |
| 30D | -29.5% | -29.7% | +0.2% | -29.5% |
| 3M | -15.8% | -54.5% | +38.7% | -15.7% |
| 6M | -2.9% | -26.7% | +23.9% | -3.2% |
| YTD | +154.2% | -91.0% | +245.2% | +155.5% |
| 1Y | +186.6% | -98.0% | +284.6% | +190.0% |
| 3Y | +871.5% | -99.5% | +971.0% | +879.5% |
| 5Y | +911.7% | -99.9% | +1,011.6% | +923.2% |
| 10Y | +4,277.4% | -99.3% | +4,376.6% | +4,176.4% |
| All | +2,203.2% | -97.8% | +2,301.0% | +2,142.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling