+981.3%
NOW vs FCUV
-87.2%
+1,068.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -13.7% | +10.7% | -2.9% |
| 7D | -2.4% | +62.8% | -65.2% | -2.6% |
| 30D | +20.5% | +66.5% | -46.0% | +20.2% |
| 3M | +18.3% | +459.9% | -441.6% | +16.1% |
| 6M | +24.1% | -12.4% | +36.4% | +22.3% |
| YTD | -7.8% | -47.5% | +39.7% | -9.0% |
| 1Y | -21.4% | -80.5% | +59.1% | -22.3% |
| 3Y | +19.5% | -97.6% | +117.2% | +18.3% |
| 5Y | +4.1% | -99.5% | +103.6% | +3.1% |
| 10Y | +826.4% | -95.8% | +922.2% | +835.4% |
| All | +981.3% | -87.2% | +1,068.5% | +999.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling