+364.9%
MXL vs FCUV
-94.5%
+459.4%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +3.3% | +4.3% | +7.6% |
| 7D | +18.9% | -66.5% | +85.3% | +18.0% |
| 30D | +0.3% | +5.0% | -4.6% | +0.9% |
| 3M | -8.0% | +63.8% | -71.8% | -4.7% |
| 6M | +341.2% | -67.8% | +409.1% | +359.4% |
| YTD | +327.8% | -82.4% | +410.2% | +353.4% |
| 1Y | +364.9% | -94.7% | +459.6% | +415.0% |
| All | +364.9% | -94.5% | +459.4% | +415.0% |
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