-59.2%
NKE vs FCUV
-99.2%
+40.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.3% | -2.8% | +0.5% |
| 7D | -4.2% | -66.5% | +62.3% | -4.1% |
| 30D | -8.2% | +5.0% | -13.2% | -8.2% |
| 3M | -19.1% | +63.8% | -82.9% | -18.9% |
| 6M | -32.6% | -67.8% | +35.2% | -31.8% |
| YTD | -40.7% | -82.4% | +41.7% | -39.7% |
| 1Y | -48.9% | -94.7% | +45.9% | -47.5% |
| 3Y | -59.2% | -99.3% | +40.0% | -58.2% |
| All | -59.2% | -99.2% | +40.0% | -58.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling