+345.1%
NEE vs FCUV
-95.6%
+440.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -65.2% | +65.7% | +0.5% |
| 7D | +1.1% | -47.9% | +49.0% | +1.1% |
| 30D | -0.2% | +13.7% | -13.9% | -0.3% |
| 3M | +0.5% | +97.0% | -96.5% | +0.3% |
| 6M | -6.5% | -66.1% | +59.6% | -6.6% |
| YTD | +6.7% | -81.8% | +88.5% | +6.7% |
| 1Y | +23.6% | -93.3% | +116.9% | +23.7% |
| 3Y | +37.1% | -99.2% | +136.3% | +37.2% |
| 5Y | +10.9% | -99.9% | +110.8% | +11.1% |
| 10Y | +245.4% | -98.5% | +343.9% | +248.6% |
| All | +345.1% | -95.6% | +440.7% | +354.9% |
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 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