+22.7%
NXT vs FCUV
-81.1%
+103.8%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -13.7% | +14.9% | +1.0% |
| 7D | -1.1% | +62.8% | -63.9% | -0.2% |
| 30D | -15.3% | +66.5% | -81.8% | -14.3% |
| 3M | -43.8% | +459.9% | -503.7% | -38.5% |
| 6M | -18.7% | -12.4% | -6.3% | -8.0% |
| YTD | -3.0% | -47.5% | +44.5% | +11.8% |
| 1Y | +22.7% | -80.5% | +103.2% | +67.8% |
| All | +22.7% | -81.1% | +103.8% | +67.8% |
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