+2.6%
NOW vs FCUV
-99.8%
+102.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -65.2% | +60.2% | -4.2% |
| 7D | -6.1% | -47.9% | +41.8% | -5.8% |
| 30D | +7.5% | +13.7% | -6.2% | +6.7% |
| 3M | +17.5% | +97.0% | -79.5% | +10.7% |
| 6M | +7.9% | -66.1% | +74.1% | +6.3% |
| YTD | -12.4% | -81.8% | +69.4% | -12.0% |
| 1Y | -28.6% | -93.3% | +64.7% | -26.5% |
| 3Y | +11.8% | -99.2% | +111.0% | +21.8% |
| 5Y | +2.6% | -99.9% | +102.5% | +17.4% |
| All | +2.6% | -99.8% | +102.5% | +17.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling