+420.3%
NVT vs FCUV
-99.8%
+520.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +3.3% | +1.4% | +4.6% |
| 7D | +4.1% | -66.5% | +70.5% | +4.9% |
| 30D | -5.1% | +5.0% | -10.1% | -6.0% |
| 3M | -1.2% | +63.8% | -65.0% | -7.4% |
| 6M | +46.6% | -67.8% | +114.4% | +41.6% |
| YTD | +60.0% | -82.4% | +142.4% | +56.5% |
| 1Y | +70.8% | -94.7% | +165.5% | +72.1% |
| 3Y | +187.5% | -99.3% | +286.8% | +196.9% |
| All | +420.3% | -99.8% | +520.2% | +461.4% |
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