+291.1%
P vs FCUV
-99.8%
+391.0%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -65.2% | +66.9% | +2.3% |
| 7D | +7.8% | -47.9% | +55.8% | +8.0% |
| 30D | +12.3% | +13.7% | -1.3% | +11.4% |
| 3M | +37.1% | +97.0% | -59.9% | +29.4% |
| 6M | +66.1% | -66.1% | +132.2% | +63.1% |
| YTD | +50.9% | -81.8% | +132.7% | +51.3% |
| 1Y | +27.2% | -93.3% | +120.5% | +31.3% |
| 3Y | +158.7% | -99.2% | +257.9% | +177.9% |
| 5Y | +291.1% | -99.9% | +391.0% | +344.7% |
| All | +291.1% | -99.8% | +391.0% | +344.7% |
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 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