+47.1%
NSC vs FCUV
-99.9%
+146.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -65.2% | +64.8% | -0.2% |
| 7D | -1.5% | -47.9% | +46.4% | -1.5% |
| 30D | -1.9% | +13.7% | -15.6% | -2.2% |
| 3M | +6.2% | +97.0% | -90.8% | +4.2% |
| 6M | +9.2% | -66.1% | +75.3% | +8.8% |
| YTD | +15.0% | -81.8% | +96.8% | +15.5% |
| 1Y | +21.1% | -93.3% | +114.4% | +23.0% |
| 3Y | +78.6% | -99.2% | +177.8% | +84.8% |
| All | +47.1% | -99.9% | +146.9% | +64.2% |
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