+66.2%
NDAQ vs FCUV
-99.7%
+165.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +136.0% | -136.2% | -0.6% |
| 7D | +1.3% | +148.8% | -147.5% | +0.8% |
| 30D | +18.0% | +95.0% | -77.1% | +17.5% |
| 3M | +11.5% | +27.8% | -16.3% | +11.1% |
| 6M | +21.1% | +121.0% | -99.9% | +19.2% |
| YTD | +12.8% | -78.1% | +91.0% | +14.3% |
| 1Y | +25.7% | -94.3% | +120.0% | +29.9% |
| 3Y | +116.8% | -98.9% | +215.7% | +126.7% |
| All | +66.2% | -99.7% | +165.9% | +84.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling