+521.8%
NOW vs FCUV
-99.2%
+621.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +4.1% | -0.9% | +3.1% |
| 7D | -5.6% | -4.7% | -0.9% | -5.5% |
| 30D | -26.8% | -23.2% | -3.6% | -26.7% |
| 3M | -19.4% | -49.2% | +29.7% | -19.4% |
| 6M | +12.3% | -9.2% | +21.5% | +10.5% |
| YTD | -32.9% | -90.6% | +57.7% | -33.6% |
| 1Y | -40.3% | -97.9% | +57.6% | -40.6% |
| 3Y | -19.1% | -99.5% | +80.5% | -19.6% |
| 5Y | -24.4% | -99.9% | +75.5% | -24.7% |
| 10Y | +521.8% | -99.2% | +621.0% | +521.7% |
| All | +521.8% | -99.2% | +621.0% | +521.7% |
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