+70.9%
NVT vs FCUV
-81.1%
+152.0%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -13.7% | +16.3% | +2.7% |
| 7D | +5.1% | +62.8% | -57.8% | +4.6% |
| 30D | -3.7% | +66.5% | -70.2% | -4.3% |
| 3M | -10.1% | +459.9% | -470.1% | -13.6% |
| 6M | +37.5% | -12.4% | +49.8% | +34.0% |
| YTD | +53.7% | -47.5% | +101.3% | +51.1% |
| 1Y | +70.9% | -80.5% | +151.4% | +70.3% |
| All | +70.9% | -81.1% | +152.0% | +70.3% |
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 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