+2,981.5%
MUU vs FCUV
-81.1%
+3,062.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -13.7% | +25.3% | +11.2% |
| 7D | +17.4% | +62.8% | -45.5% | +19.2% |
| 30D | +24.0% | +66.5% | -42.5% | +26.7% |
| 3M | -23.9% | +459.9% | -483.8% | -6.5% |
| 6M | +284.4% | -12.4% | +296.8% | +424.2% |
| YTD | +583.7% | -47.5% | +631.2% | +877.2% |
| 1Y | +2,981.5% | -80.5% | +3,062.0% | +4,197.9% |
| All | +2,981.5% | -81.1% | +3,062.6% | +4,197.9% |
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 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