+1,843.7%
MUU vs FCUV
-94.5%
+1,938.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.3% | -4.4% | -1.0% |
| 7D | -8.2% | -66.5% | +58.2% | -9.9% |
| 30D | +10.2% | +5.0% | +5.2% | +12.0% |
| 3M | -26.5% | +63.8% | -90.3% | -10.4% |
| 6M | +227.2% | -67.8% | +295.1% | +335.3% |
| YTD | +527.4% | -82.4% | +609.8% | +768.7% |
| 1Y | +1,843.7% | -94.7% | +1,938.4% | +2,724.9% |
| All | +1,843.7% | -94.5% | +1,938.1% | +2,724.9% |
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