-74.1%
OPEN vs FCUV
-99.4%
+25.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.5% | -7.1% | -6.7% |
| 7D | -10.5% | -72.0% | +61.4% | -9.0% |
| 30D | -21.8% | -8.0% | -13.8% | -22.5% |
| 3M | -37.5% | +66.3% | -103.8% | -43.3% |
| 6M | -44.1% | -75.3% | +31.2% | -45.9% |
| YTD | -52.0% | -83.0% | +31.0% | -53.0% |
| 1Y | -52.2% | -94.7% | +42.4% | -50.7% |
| 3Y | -25.9% | -99.3% | +73.3% | -23.8% |
| 5Y | -85.1% | -99.9% | +14.8% | -83.7% |
| All | -74.1% | -99.4% | +25.4% | -74.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling