+681.4%
NFLX vs FCUV
-98.6%
+780.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.3% | -1.4% | +1.8% |
| 7D | -1.1% | -66.5% | +65.4% | -1.1% |
| 30D | +4.3% | +5.0% | -0.7% | +4.3% |
| 3M | -4.8% | +63.8% | -68.6% | -4.7% |
| 6M | -18.4% | -67.8% | +49.4% | -18.3% |
| YTD | -17.4% | -82.4% | +65.0% | -17.3% |
| 1Y | -35.7% | -94.7% | +59.1% | -35.5% |
| 3Y | +73.8% | -99.3% | +173.0% | +74.4% |
| 5Y | +29.3% | -99.9% | +129.1% | +29.7% |
| All | +681.4% | -98.6% | +780.0% | +718.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling