+16.0%
P vs FCUV
-94.3%
+110.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.5% | -3.5% | -3.1% |
| 7D | -4.1% | -72.0% | +67.8% | -4.0% |
| 30D | -14.0% | -8.0% | -6.0% | -14.1% |
| 3M | +41.4% | +66.3% | -24.8% | +39.9% |
| 6M | +54.2% | -75.3% | +129.5% | +56.4% |
| YTD | +40.4% | -83.0% | +123.4% | +42.1% |
| 1Y | +16.0% | -94.7% | +110.6% | +21.4% |
| All | +16.0% | -94.3% | +110.3% | +21.4% |
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