+167.1%
NXT vs FCUV
-99.7%
+266.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.7% | -1.2% |
| 7D | -2.6% | -72.0% | +69.4% | -3.3% |
| 30D | -22.4% | -8.0% | -14.4% | -22.1% |
| 3M | -27.3% | +66.3% | -93.6% | -23.7% |
| 6M | -28.5% | -75.3% | +46.8% | -23.1% |
| YTD | -6.6% | -83.0% | +76.4% | +0.7% |
| 1Y | +20.4% | -94.7% | +115.0% | +32.7% |
| 3Y | +90.9% | -99.3% | +190.2% | +121.0% |
| All | +167.1% | -99.7% | +266.7% | +277.5% |
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