+62.1%
NTAP vs FCUV
-94.5%
+156.6%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +3.3% | +5.3% | +8.5% |
| 7D | +7.4% | -66.5% | +73.8% | +7.7% |
| 30D | -1.4% | +5.0% | -6.3% | -1.7% |
| 3M | +24.6% | +63.8% | -39.2% | +21.9% |
| 6M | +105.9% | -67.8% | +173.7% | +103.8% |
| YTD | +88.5% | -82.4% | +170.9% | +88.0% |
| 1Y | +62.1% | -94.7% | +156.8% | +66.0% |
| All | +62.1% | -94.5% | +156.6% | +66.0% |
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