+98.1%
NU vs FCUV
-99.2%
+197.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +3.3% | -5.9% | -2.7% |
| 7D | -4.9% | -66.5% | +61.6% | -4.5% |
| 30D | +7.8% | +5.0% | +2.8% | +7.5% |
| 3M | +20.9% | +63.8% | -42.9% | +18.7% |
| 6M | +0.9% | -67.8% | +68.7% | +2.3% |
| YTD | -12.7% | -82.4% | +69.7% | -10.2% |
| 1Y | -6.4% | -94.7% | +88.3% | -1.3% |
| 3Y | +98.1% | -99.3% | +197.4% | +108.0% |
| All | +98.1% | -99.2% | +197.3% | +108.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling