+177.4%
NXT vs FCUV
-99.0%
+276.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -13.7% | +14.9% | +1.1% |
| 7D | -1.1% | +62.8% | -63.9% | -0.6% |
| 30D | -15.3% | +66.5% | -81.8% | -14.6% |
| 3M | -43.8% | +459.9% | -503.7% | -40.6% |
| 6M | -18.7% | -12.4% | -6.3% | -12.3% |
| YTD | -3.0% | -47.5% | +44.5% | +5.3% |
| 1Y | +22.7% | -80.5% | +103.2% | +35.9% |
| 3Y | +95.9% | -97.6% | +193.6% | +127.1% |
| All | +177.4% | -99.0% | +276.4% | +294.7% |
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