+16.8%
MUB vs FCUV
-98.6%
+115.4%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.2% | -0.7% |
| 7D | -1.2% | -72.0% | +70.7% | -1.2% |
| 30D | -2.8% | -8.0% | +5.2% | -2.8% |
| 3M | -3.1% | +66.3% | -69.3% | -3.0% |
| 6M | -2.9% | -75.3% | +72.4% | -2.8% |
| YTD | -2.0% | -83.0% | +80.9% | -2.0% |
| 1Y | 0.0% | -94.7% | +94.6% | 0.0% |
| 3Y | +7.4% | -99.3% | +106.7% | +7.4% |
| 5Y | +0.8% | -99.9% | +100.6% | +0.8% |
| All | +16.8% | -98.6% | +115.4% | +17.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling