-17.1%
NOW vs FCUV
-99.6%
+82.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.4% | +0.8% |
| 7D | -3.1% | -15.4% | +12.3% | -2.9% |
| 30D | -27.0% | -32.9% | +5.8% | -26.8% |
| 3M | -17.7% | -46.2% | +28.4% | -17.6% |
| 6M | +12.7% | -30.0% | +42.7% | +9.7% |
| YTD | -32.9% | -91.4% | +58.4% | -32.2% |
| 1Y | -40.4% | -98.1% | +57.7% | -37.8% |
| 3Y | -17.1% | -99.6% | +82.5% | -14.9% |
| All | -17.1% | -99.6% | +82.5% | -14.9% |
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 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