-84.2%
OPEN vs FCUV
-99.9%
+15.7%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -7.0% | +4.7% | -2.1% |
| 7D | -2.9% | -63.8% | +60.8% | -1.8% |
| 30D | -13.8% | -14.7% | +0.9% | -14.5% |
| 3M | -30.9% | +65.3% | -96.2% | -37.1% |
| 6M | -40.9% | -68.5% | +27.5% | -41.8% |
| YTD | -48.5% | -83.0% | +34.5% | -46.8% |
| 1Y | -50.9% | -94.4% | +43.5% | -44.6% |
| 3Y | -20.6% | -99.3% | +78.6% | +1.9% |
| 5Y | -84.2% | -99.9% | +15.7% | -72.6% |
| All | -84.2% | -99.9% | +15.7% | -72.6% |
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