+215.4%
PAAS vs FCUV
-98.6%
+314.0%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.5% | -4.7% | -4.3% |
| 7D | -3.7% | -72.0% | +68.3% | -3.6% |
| 30D | -1.9% | -8.0% | +6.1% | -1.9% |
| 3M | +15.1% | +66.3% | -51.2% | +14.3% |
| 6M | -17.1% | -75.3% | +58.2% | -17.2% |
| YTD | -1.3% | -83.0% | +81.6% | -1.4% |
| 1Y | +41.1% | -94.7% | +135.7% | +41.4% |
| 3Y | +244.2% | -99.3% | +343.5% | +244.7% |
| 5Y | +120.8% | -99.9% | +220.7% | +121.8% |
| All | +215.4% | -98.6% | +314.0% | +214.0% |
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