+41.5%
NU vs FCUV
-99.8%
+141.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +3.3% | -5.9% | -2.7% |
| 7D | -4.9% | -66.5% | +61.6% | -4.1% |
| 30D | +7.8% | +5.0% | +2.8% | +7.1% |
| 3M | +20.9% | +63.8% | -42.9% | +15.0% |
| 6M | +0.9% | -67.8% | +68.7% | +1.4% |
| YTD | -12.7% | -82.4% | +69.7% | -10.0% |
| 1Y | -6.4% | -94.7% | +88.3% | +1.0% |
| 3Y | +98.1% | -99.3% | +197.4% | +132.0% |
| All | +41.5% | -99.8% | +141.4% | +117.3% |
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 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