+2,683.6%
MUU vs FCUV
-93.6%
+2,777.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -7.0% | +12.5% | +5.4% |
| 7D | +15.0% | -63.8% | +78.8% | +14.1% |
| 30D | +36.8% | -14.7% | +51.5% | +37.7% |
| 3M | -8.5% | +65.3% | -73.8% | +1.2% |
| 6M | +320.7% | -68.5% | +389.2% | +392.9% |
| YTD | +599.7% | -83.0% | +682.7% | +744.3% |
| 1Y | +2,569.2% | -94.4% | +2,663.6% | +3,265.0% |
| All | +2,683.6% | -93.6% | +2,777.2% | +3,299.2% |
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