-24.1%
NU vs FCUV
-98.1%
+74.0%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -7.5% | +10.8% | +3.3% |
| 7D | +0.2% | -8.6% | +8.7% | +0.2% |
| 30D | -21.0% | -25.9% | +4.9% | -21.0% |
| 3M | -16.3% | -69.8% | +53.5% | -16.3% |
| 6M | -15.3% | -31.6% | +16.3% | -13.7% |
| YTD | -28.4% | -90.1% | +61.7% | -22.5% |
| 1Y | -24.1% | -98.0% | +73.9% | -14.8% |
| All | -24.1% | -98.1% | +74.0% | -14.8% |
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