+504.3%
MUU vs FCUV
-98.1%
+602.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -7.5% | -6.5% | -14.2% |
| 7D | -35.9% | -8.6% | -27.3% | -36.0% |
| 30D | -47.1% | -25.9% | -21.2% | -47.6% |
| 3M | -29.8% | -69.8% | +40.0% | -30.7% |
| 6M | +16.0% | -31.6% | +47.6% | +42.6% |
| YTD | +286.1% | -90.1% | +376.2% | +385.6% |
| 1Y | +504.3% | -98.0% | +602.3% | +515.1% |
| All | +504.3% | -98.1% | +602.4% | +515.1% |
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 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