+18.9%
NET vs FCUV
-40.3%
+59.2%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -7.5% | +4.9% | -2.6% |
| 7D | -16.4% | -8.6% | -7.8% | -16.4% |
| 30D | -25.8% | -25.9% | +0.1% | -25.9% |
| 3M | -11.5% | -69.8% | +58.3% | -11.7% |
| 6M | +18.9% | -31.6% | +50.5% | +36.1% |
| All | +18.9% | -40.3% | +59.2% | +36.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling