+3,128.6%
MU vs FCUV
-87.2%
+3,215.8%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -13.7% | +19.8% | +6.1% |
| 7D | +9.0% | +62.8% | -53.9% | +8.9% |
| 30D | +13.8% | +66.5% | -52.7% | +13.7% |
| 3M | +2.1% | +459.9% | -457.9% | +1.5% |
| 6M | +153.8% | -12.4% | +166.2% | +154.1% |
| YTD | +256.4% | -47.5% | +303.9% | +257.6% |
| 1Y | +719.8% | -80.5% | +800.3% | +725.7% |
| 3Y | +1,360.4% | -97.6% | +1,458.0% | +1,370.8% |
| 5Y | +1,312.4% | -99.5% | +1,412.0% | +1,327.6% |
| 10Y | +6,142.6% | -95.8% | +6,238.3% | +5,990.3% |
| All | +3,128.6% | -87.2% | +3,215.8% | +3,039.8% |
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 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