+712.5%
NVT vs FCUV
-99.2%
+811.7%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.5% | -2.6% | -2.1% |
| 7D | +2.0% | -72.0% | +74.0% | +2.5% |
| 30D | -7.2% | -8.0% | +0.8% | -7.5% |
| 3M | -0.9% | +66.3% | -67.2% | -4.3% |
| 6M | +42.6% | -75.3% | +117.9% | +38.7% |
| YTD | +52.9% | -83.0% | +135.8% | +48.9% |
| 1Y | +64.5% | -94.7% | +159.1% | +60.9% |
| 3Y | +178.0% | -99.3% | +277.2% | +170.9% |
| 5Y | +402.8% | -99.9% | +502.6% | +387.6% |
| All | +712.5% | -99.2% | +811.7% | +859.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling