-18.6%
NRG vs FCUV
-81.1%
+62.6%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -13.7% | +20.1% | +6.4% |
| 7D | +7.1% | +62.8% | -55.7% | +7.0% |
| 30D | -1.4% | +66.5% | -67.9% | -1.5% |
| 3M | -10.5% | +459.9% | -470.4% | -10.9% |
| 6M | -26.7% | -12.4% | -14.4% | -25.9% |
| YTD | -24.5% | -47.5% | +23.0% | -23.3% |
| 1Y | -18.6% | -80.5% | +61.9% | -19.3% |
| All | -18.6% | -81.1% | +62.6% | -19.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling